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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 | $53,063-66.3% | $124,206-85.6% | $82,637-78.3% |
| Participation rate | 68.8% | 58.4%+10.4pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 14.16% | 68.87%-54.7pp | 515.27%-501.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $174 | $1,530-88.6% | $3,540-95.1% | $2,552-93.2% |
| Participant deferral / active EE | $1,251 | $2,644-52.7% | $3,968-68.5% | $4,126-69.7% |
| Admin fee / account holder | $968 | $4,281-77.4% | $5,929-83.7% | $7,339-86.8% |