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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 | $17,908 | $52,353-65.8% | $120,225-85.1% | $82,448-78.3% |
| Participation rate | 68.8% | 58.3%+10.5pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 14.16% | 61.85%-47.7pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $174 | $1,510-88.4% | $3,475-95.0% | $2,551-93.2% |
| Participant deferral / active EE | $1,251 | $2,627-52.4% | $3,999-68.7% | $4,139-69.8% |
| Admin fee / account holder | $968 | $4,363-77.8% | $5,696-83.0% | $7,234-86.6% |