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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 | $20,837 | $51,642-59.7% | $129,384-83.9% | $80,935-74.3% |
| Participation rate | 46.7% | 56.9%-10.3pp | 69.6%-23.0pp | 67.7%-21.0pp |
| Annual return | 14.03% | 20.78%-6.7pp | 9461.77%-9447.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,727 | $2,670+39.6% | $4,166-10.5% | $4,299-13.3% |
| Admin fee / account holder | $25,075 | $4,312+481.6% | $7,686+226.3% | $6,924+262.1% |