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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 | $49,073 | $51,184-4.1% | $66,439-26.1% | $86,983-43.6% |
| Participation rate | 17.0% | 68.5%-51.5pp | 74.5%-57.5pp | 69.5%-52.6pp |
| Annual return | 11.03% | 17.07%-6.0pp | 757.66%-746.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,251 | $2,927-57.3% | $3,876-67.7% | $4,194-70.2% |
| Admin fee / account holder | $517 | $4,154-87.6% | $6,173-91.6% | $7,856-93.4% |