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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 | $27,069 | $63,433-57.3% | $63,803-57.6% | $64,097-57.8% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 55.2%-35.2pp |
| Annual return | 16.12% | 20.74%-4.6pp | 543.72%-527.6pp | 34.64%-18.5pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,087 | $3,119-65.2% | $3,843-71.7% | $3,080-64.7% |
| Admin fee / account holder | $969 | $1,489-34.9% | $5,196-81.3% | $3,454-71.9% |