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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 | $21,577 | $58,258-63.0% | $81,820-73.6% | $80,925-73.3% |
| Participation rate | 22.1% | 63.5%-41.4pp | 72.4%-50.3pp | 67.7%-45.6pp |
| Annual return | 11.75% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,156 | $3,284-64.8% | $4,323-73.3% | $4,299-73.1% |
| Admin fee / account holder | $987 | $4,976-80.2% | $7,391-86.6% | $6,940-85.8% |