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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 | $18,118 | $40,275-55.0% | $57,356-68.4% | $59,633-69.6% |
| Participation rate | 21.7% | 69.1%-47.4pp | 75.1%-53.3pp | 68.7%-46.9pp |
| Annual return | 1.18% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $252 | $1,921-86.9% | $2,689-90.6% | $2,203-88.6% |
| Participant deferral / active EE | $1,244 | $2,400-48.2% | $3,162-60.6% | $3,192-61.0% |
| Admin fee / account holder | $4,468 | $2,820+58.4% | $3,357+33.1% | $4,297+4.0% |