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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 | $11,013 | $58,311-81.1% | $81,882-86.5% | $80,959-86.4% |
| Participation rate | 24.1% | 63.5%-39.3pp | 72.4%-48.2pp | 67.7%-43.5pp |
| Annual return | 11.71% | 41.85%-30.1pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $272 | $2,347-88.4% | $2,916-90.7% | $2,757-90.1% |
| Participant deferral / active EE | $880 | $3,287-73.2% | $4,323-79.7% | $4,300-79.5% |
| Admin fee / account holder | $1,324 | $4,752-72.1% | $7,360-82.0% | $6,925-80.9% |