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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 | $8,779 | $49,976-82.4% | $66,674-86.8% | $82,637-89.4% |
| Participation rate | 62.5% | 63.1%-0.6pp | 73.7%-11.2pp | 68.1%-5.6pp |
| Annual return | 19.16% | 39.09%-19.9pp | 321.24%-302.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $68 | $1,988-96.6% | $2,620-97.4% | $2,552-97.3% |
| Participant deferral / active EE | $1,225 | $2,847-57.0% | $4,084-70.0% | $4,126-70.3% |
| Admin fee / account holder | $409 | $4,594-91.1% | $5,098-92.0% | $7,339-94.4% |