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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 | $21,186 | $58,264-63.6% | $86,617-75.5% | $71,495-70.4% |
| Participation rate | 29.7% | 65.0%-35.3pp | 71.7%-42.0pp | 67.9%-38.2pp |
| Annual return | 18.26% | 21.63%-3.4pp | 591.91%-573.7pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,690 | $3,436-50.8% | $4,437-61.9% | $4,291-60.6% |
| Admin fee / account holder | $485 | $1,057-54.2% | $5,613-91.4% | $1,588-69.5% |