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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 | $26,172 | $51,736-49.4% | $120,225-78.2% | $67,986-61.5% |
| Participation rate | 24.8% | 46.1%-21.2pp | 69.6%-44.7pp | 57.2%-32.4pp |
| Annual return | 17.49% | 31.98%-14.5pp | 439.23%-421.7pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,013 | $2,206-8.7% | $3,999-49.7% | $3,358-40.1% |
| Admin fee / account holder | $2,132 | $4,159-48.7% | $5,696-62.6% | $3,203-33.5% |