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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 | $14,217 | $29,736-52.2% | $56,033-74.6% | $80,935-82.4% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 11.17% | 35.28%-24.1pp | 1711.38%-1700.2pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,138 | $1,228-7.3% | $1,954-41.8% | $4,299-73.5% |
| Admin fee / account holder | $721 | $2,434-70.4% | $2,827-74.5% | $6,924-89.6% |