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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 | $12,893 | $61,125-78.9% | $94,057-86.3% | $87,485-85.3% |
| Participation rate | 56.8% | 64.1%-7.3pp | 73.3%-16.6pp | 68.9%-12.2pp |
| Annual return | 18.02% | 35.20%-17.2pp | 480.62%-462.6pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,654 | $3,260-18.6% | $4,709-43.6% | $4,274-37.9% |
| Admin fee / account holder | $325 | $5,629-94.2% | $7,244-95.5% | $7,775-95.8% |