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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 | $21,386 | $27,243-21.5% | $52,425-59.2% | $79,634-73.1% |
| Participation rate | 8.6% | 22.4%-13.8pp | 55.6%-47.0pp | 62.5%-53.9pp |
| Annual return | 16.99% | 63.36%-46.4pp | 302.12%-285.1pp | 36.46%-19.5pp |
| Employer contribution / active EE | $13 | $319-95.9% | $914-98.6% | $2,529-99.5% |
| Participant deferral / active EE | $322 | $636-49.3% | $1,790-82.0% | $3,835-91.6% |
| Admin fee / account holder | $1,243 | $2,105-40.9% | $2,495-50.2% | $1,002+24.1% |