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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 | $7,014 | $58,258-88.0% | $81,820-91.4% | $80,925-91.3% |
| Participation rate | 44.1% | 63.5%-19.3pp | 72.4%-28.3pp | 67.7%-23.5pp |
| Annual return | 13.27% | 41.76%-28.5pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,823 | $3,284-44.5% | $4,323-57.8% | $4,299-57.6% |
| Admin fee / account holder | $1,692 | $4,976-66.0% | $7,391-77.1% | $6,940-75.6% |