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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 | $22,214 | $78,694-71.8% | $67,652-67.2% | $125,389-82.3% |
| Participation rate | 64.7% | 78.8%-14.1pp | 75.7%-11.0pp | 83.2%-18.5pp |
| Annual return | 0.54% | 9.46%-8.9pp | 6625.40%-6624.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $288 | $3,044-90.5% | $2,266-87.3% | $4,866-94.1% |
| Participant deferral / active EE | $1,434 | $4,292-66.6% | $3,560-59.7% | $5,352-73.2% |
| Admin fee / account holder | $771 | $7,403-89.6% | $4,821-84.0% | $9,541-91.9% |