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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 | $19,771 | $49,976-60.4% | $66,674-70.3% | $82,637-76.1% |
| Participation rate | 27.9% | 63.1%-35.2pp | 73.7%-45.8pp | 68.1%-40.1pp |
| Annual return | 14.00% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,025 | $2,847-28.9% | $4,084-50.4% | $4,126-50.9% |
| Admin fee / account holder | $5,335 | $4,594+16.1% | $5,098+4.6% | $7,339-27.3% |