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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 | $23,363 | $85,766-72.8% | $136,297-82.9% | $70,124-66.7% |
| Participation rate | 26.8% | 74.2%-47.4pp | 81.9%-55.1pp | 69.5%-42.8pp |
| Annual return | 19.42% | 31.45%-12.0pp | 5156.19%-5136.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $214 | $2,966-92.8% | $4,696-95.4% | $2,342-90.9% |
| Participant deferral / active EE | $2,660 | $5,051-47.3% | $6,247-57.4% | $3,332-20.2% |
| Admin fee / account holder | $1,571 | $5,420-71.0% | $9,244-83.0% | $4,645-66.2% |