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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 | $14,554 | $100,139-85.5% | $85,187-82.9% | $145,884-90.0% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 13.34% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $317 | $3,238-90.2% | $2,732-88.4% | $4,662-93.2% |
| Participant deferral / active EE | $1,620 | $5,296-69.4% | $4,525-64.2% | $6,690-75.8% |
| Admin fee / account holder | $679 | $7,262-90.6% | $6,162-89.0% | $13,392-94.9% |