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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,816 | $55,437-64.3% | $155,534-87.3% | $74,459-73.4% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.3pp |
| Annual return | 16.10% | 269.58%-253.5pp | 64.92%-48.8pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,590 | $2,837+26.5% | $5,630-36.2% | $4,350-17.5% |
| Admin fee / account holder | $956 | $1,742-45.1% | $15,900-94.0% | $1,945-50.8% |