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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 | $15,956 | $124,980-87.2% | $108,359-85.3% | $154,746-89.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 17.00% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,871 | $4,743-60.6% | $4,137-54.8% | $6,730-72.2% |
| Admin fee / account holder | $4,166 | $11,502-63.8% | $9,741-57.2% | $14,365-71.0% |