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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 | $23,505 | $46,732-49.7% | $156,551-85.0% | $55,167-57.4% |
| Participation rate | 26.7% | 65.8%-39.1pp | 84.0%-57.3pp | 69.0%-42.3pp |
| Annual return | 9.13% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $225 | $2,105-89.3% | $5,501-95.9% | $1,963-88.5% |
| Participant deferral / active EE | $755 | $2,204-65.7% | $4,871-84.5% | $3,054-75.3% |
| Admin fee / account holder | $1,322 | $418+215.9% | $13,028-89.9% | $504+162.3% |