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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 | $21,668 | $55,889-61.2% | $76,119-71.5% | $80,935-73.2% |
| Participation rate | 39.3% | 62.1%-22.8pp | 69.1%-29.8pp | 67.7%-28.4pp |
| Annual return | 10.71% | 20.58%-9.9pp | 361.25%-350.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,218 | $3,051-60.1% | $4,259-71.4% | $4,299-71.7% |
| Admin fee / account holder | $1,400 | $5,241-73.3% | $6,421-78.2% | $6,924-79.8% |