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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 | $21,165 | $35,986-41.2% | $77,552-72.7% | $73,497-71.2% |
| Participation rate | 13.6% | 40.8%-27.2pp | 54.2%-40.6pp | 70.7%-57.0pp |
| Annual return | 13.27% | 19.26%-6.0pp | 54.82%-41.6pp | 28.51%-15.2pp |
| Employer contribution / active EE | $72 | $557-87.1% | $987-92.7% | $2,270-96.8% |
| Participant deferral / active EE | $418 | $1,198-65.1% | $1,861-77.5% | $3,740-88.8% |
| Admin fee / account holder | $2,814 | $466+504.0% | $2,859-1.6% | $513+448.4% |