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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 | $19,735 | $100,279-80.3% | $81,353-75.7% | $145,884-86.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 21.31% | 34.49%-13.2pp | 24.82%-3.5pp | 551.85%-530.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,932 | $4,611-14.7% | $3,885+1.2% | $6,690-41.2% |
| Admin fee / account holder | $2,259 | $8,206-72.5% | $5,766-60.8% | $13,392-83.1% |