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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 | $18,816 | $50,860-63.0% | $155,574-87.9% | $77,714-75.8% |
| Participation rate | 8.8% | 63.1%-54.3pp | 78.2%-69.4pp | 70.6%-61.8pp |
| Annual return | 22.53% | 34.86%-12.3pp | 64.87%-42.3pp | 31.26%-8.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,034 | $2,825-63.4% | $5,629-81.6% | $4,649-77.8% |
| Admin fee / account holder | $6,050 | $436+1286.1% | $15,914-62.0% | $433+1296.4% |