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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 | $24,243 | $47,105-48.5% | $68,368-64.5% | $67,986-64.3% |
| Participation rate | 25.6% | 51.8%-26.1pp | 73.8%-48.1pp | 57.2%-31.6pp |
| Annual return | 15.79% | 48.37%-32.6pp | 292.57%-276.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,313 | $2,374-44.7% | $4,123-68.1% | $3,358-60.9% |
| Admin fee / account holder | $2,028 | $2,435-16.7% | $5,150-60.6% | $3,203-36.7% |