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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 | $19,484 | $49,976-61.0% | $66,674-70.8% | $82,637-76.4% |
| Participation rate | 68.6% | 63.1%+5.5pp | 73.7%-5.1pp | 68.1%+0.6pp |
| Annual return | 19.11% | 39.09%-20.0pp | 321.24%-302.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,038 | $2,847-28.4% | $4,084-50.1% | $4,126-50.6% |
| Admin fee / account holder | $897 | $4,594-80.5% | $5,098-82.4% | $7,339-87.8% |