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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 | $19,706 | $110,410-82.2% | $102,437-80.8% | $145,897-86.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.28% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $850 | $4,217-79.8% | $3,871-78.0% | $4,663-81.8% |
| Participant deferral / active EE | $2,413 | $5,622-57.1% | $5,060-52.3% | $6,689-63.9% |
| Admin fee / account holder | $554 | $9,745-94.3% | $8,388-93.4% | $13,390-95.9% |