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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 | $16,592 | $63,703-74.0% | $93,063-82.2% | $82,448-79.9% |
| Participation rate | 35.5% | 63.8%-28.3pp | 72.1%-36.6pp | 68.1%-32.6pp |
| Annual return | 17.34% | -775.43%+792.8pp | 34.15%-16.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,609 | $2,919-44.9% | $3,958-59.3% | $4,139-61.1% |
| Admin fee / account holder | $1,342 | $5,982-77.6% | $6,033-77.8% | $7,234-81.5% |