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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 | $28,167-24.1% | $73,658-71.0% | $64,728-67.0% |
| Participation rate | 8.6% | 21.1%-12.4pp | 57.0%-48.4pp | 57.9%-49.3pp |
| Annual return | 16.99% | 139.75%-122.8pp | 29.72%-12.7pp | 49.38%-32.4pp |
| Employer contribution / active EE | $13 | $373-96.5% | $1,032-98.7% | $2,243-99.4% |
| Participant deferral / active EE | $322 | $597-46.0% | $2,062-84.4% | $2,729-88.2% |
| Admin fee / account holder | $1,243 | $1,791-30.6% | $3,357-63.0% | $1,145+8.6% |