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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 | $11,488 | $78,690-85.4% | $161,489-92.9% | $87,485-86.9% |
| Participation rate | 34.8% | 67.5%-32.7pp | 78.7%-43.9pp | 68.9%-34.1pp |
| Annual return | 12.63% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $38 | $2,588-98.5% | $4,268-99.1% | $2,596-98.5% |
| Participant deferral / active EE | $1,809 | $3,311-45.4% | $5,630-67.9% | $4,274-57.7% |
| Admin fee / account holder | $845 | $6,724-87.4% | $16,006-94.7% | $7,775-89.1% |