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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 | $14,906 | $45,900-67.5% | $94,057-84.2% | $64,340-76.8% |
| Participation rate | 12.9% | 50.6%-37.7pp | 73.3%-60.5pp | 55.2%-42.4pp |
| Annual return | 16.24% | 50.47%-34.2pp | 480.62%-464.4pp | 24.14%-7.9pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $521 | $2,102-75.2% | $4,709-88.9% | $2,980-82.5% |
| Admin fee / account holder | $1,741 | $3,143-44.6% | $7,244-76.0% | $3,703-53.0% |