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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 | $26,588 | $99,652-73.3% | $78,778-66.2% | $147,585-82.0% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 16.64% | 47.28%-30.6pp | 35.62%-19.0pp | 578.57%-561.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,390 | $3,664-7.5% | $2,958+14.6% | $5,439-37.7% |
| Admin fee / account holder | $1,199 | $7,155-83.2% | $5,134-76.7% | $10,885-89.0% |