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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 | $15,508 | $41,016-62.2% | $152,093-89.8% | $64,097-75.8% |
| Participation rate | 23.6% | 51.3%-27.7pp | 77.8%-54.2pp | 55.2%-31.6pp |
| Annual return | 86.09% | 39.60%+46.5pp | 66.36%+19.7pp | 34.64%+51.4pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $962 | $1,927-50.1% | $5,451-82.4% | $3,080-68.8% |
| Admin fee / account holder | $609 | $2,305-73.6% | $14,497-95.8% | $3,454-82.4% |