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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 | $18,009 | $60,454-70.2% | $81,844-78.0% | $74,459-75.8% |
| Participation rate | 23.9% | 63.0%-39.1pp | 72.4%-48.5pp | 67.2%-43.3pp |
| Annual return | 15.12% | 16.87%-1.8pp | 778.87%-763.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,377 | $3,398-59.5% | $4,323-68.2% | $4,350-68.3% |
| Admin fee / account holder | $4,173 | $1,490+180.0% | $7,355-43.3% | $1,945+114.6% |