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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 | $15,493 | $69,012-77.6% | $160,009-90.3% | $68,486-77.4% |
| Participation rate | 29.7% | 65.4%-35.7pp | 78.0%-48.2pp | 67.9%-38.2pp |
| Annual return | 31.09% | -9.65%+40.7pp | 408.85%-377.8pp | -7.85%+38.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,112 | $4,212+21.4% | $6,183-17.3% | $4,028+26.9% |
| Admin fee / account holder | $1,429 | $4,798-70.2% | $8,715-83.6% | $5,404-73.6% |