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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 | $14,473 | $52,353-72.4% | $120,225-88.0% | $82,448-82.4% |
| Participation rate | 25.9% | 58.3%-32.4pp | 69.6%-43.7pp | 68.1%-42.1pp |
| Annual return | 20.22% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $872 | $2,627-66.8% | $3,999-78.2% | $4,139-78.9% |
| Admin fee / account holder | $1,756 | $4,363-59.7% | $5,696-69.2% | $7,234-75.7% |