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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 | $12,557 | $110,379-88.6% | $102,412-87.7% | $145,884-91.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 14.34% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $102 | $4,216-97.6% | $3,870-97.4% | $4,662-97.8% |
| Participant deferral / active EE | $1,519 | $5,622-73.0% | $5,060-70.0% | $6,690-77.3% |
| Admin fee / account holder | $418 | $9,745-95.7% | $8,388-95.0% | $13,392-96.9% |