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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 | $13,641 | $45,343-69.9% | $150,298-90.9% | $67,986-79.9% |
| Participation rate | 19.0% | 51.9%-32.8pp | 77.8%-58.7pp | 57.2%-38.2pp |
| Annual return | 22.26% | 33.28%-11.0pp | 62.79%-40.5pp | 31.67%-9.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $863 | $2,055-58.0% | $5,453-84.2% | $3,358-74.3% |
| Admin fee / account holder | $759 | $2,250-66.3% | $14,116-94.6% | $3,203-76.3% |