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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 | $17,764 | $104,937-83.1% | $84,628-79.0% | $152,897-88.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 16.29% | 373.88%-357.6pp | 258.80%-242.5pp | 345.43%-329.1pp |
| Employer contribution / active EE | $234 | $3,303-92.9% | $2,653-91.2% | $4,764-95.1% |
| Participant deferral / active EE | $1,019 | $4,690-78.3% | $3,900-73.9% | $5,851-82.6% |
| Admin fee / account holder | $2,435 | $6,243-61.0% | $4,914-50.4% | $11,599-79.0% |