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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 | $25,825 | $58,311-55.7% | $81,882-68.5% | $80,959-68.1% |
| Participation rate | 13.8% | 63.5%-49.7pp | 72.4%-58.6pp | 67.7%-53.9pp |
| Annual return | 20.13% | 41.85%-21.7pp | 779.47%-759.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,049 | $3,287-68.1% | $4,323-75.7% | $4,300-75.6% |
| Admin fee / account holder | $3,372 | $4,752-29.0% | $7,360-54.2% | $6,925-51.3% |