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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 | $26,529 | $51,638-48.6% | $68,368-61.2% | $82,448-67.8% |
| Participation rate | 26.8% | 63.6%-36.8pp | 73.8%-47.0pp | 68.1%-41.3pp |
| Annual return | 15.22% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $54 | $2,047-97.4% | $2,649-98.0% | $2,551-97.9% |
| Participant deferral / active EE | $1,231 | $2,914-57.8% | $4,123-70.1% | $4,139-70.3% |
| Admin fee / account holder | $760 | $4,643-83.6% | $5,150-85.2% | $7,234-89.5% |