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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 | $20,056 | $112,596-82.2% | $152,301-86.8% | $64,728-69.0% |
| Participation rate | 14.7% | 63.6%-48.9pp | 82.4%-67.7pp | 57.9%-43.2pp |
| Annual return | 12.73% | 23.76%-11.0pp | 80.50%-67.8pp | 49.38%-36.6pp |
| Employer contribution / active EE | $43 | $3,716-98.8% | $4,624-99.1% | $2,243-98.1% |
| Participant deferral / active EE | $889 | $6,075-85.4% | $8,004-88.9% | $2,729-67.4% |
| Admin fee / account holder | $6,366 | $996+539.0% | $14,398-55.8% | $1,145+455.9% |