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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 | $16,718 | $60,454-72.3% | $81,844-79.6% | $74,459-77.5% |
| Participation rate | 18.3% | 63.0%-44.7pp | 72.4%-54.1pp | 67.2%-48.9pp |
| Annual return | 13.98% | 16.87%-2.9pp | 778.87%-764.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $236 | $2,630-91.0% | $2,916-91.9% | $2,626-91.0% |
| Participant deferral / active EE | $909 | $3,398-73.3% | $4,323-79.0% | $4,350-79.1% |
| Admin fee / account holder | $1,764 | $1,490+18.4% | $7,355-76.0% | $1,945-9.3% |