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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 | $59,011 | $27,243+116.6% | $52,425+12.6% | $79,634-25.9% |
| Participation rate | 6.8% | 22.4%-15.7pp | 55.6%-48.9pp | 62.5%-55.7pp |
| Annual return | 14.36% | 63.36%-49.0pp | 302.12%-287.8pp | 36.46%-22.1pp |
| Employer contribution / active EE | $15 | $319-95.4% | $914-98.4% | $2,529-99.4% |
| Participant deferral / active EE | $227 | $636-64.3% | $1,790-87.3% | $3,835-94.1% |
| Admin fee / account holder | $713 | $2,105-66.1% | $2,495-71.4% | $1,002-28.8% |