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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 | $22,508 | $93,346-75.9% | $71,796-68.7% | $273,972-91.8% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.1%-31.0pp | 83.0%-44.9pp |
| Annual return | 8.00% | 130.39%-122.4pp | 78.04%-70.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $100 | $2,733-96.3% | $1,924-94.8% | $4,869-97.9% |
| Participant deferral / active EE | $1,053 | $3,475-69.7% | $2,794-62.3% | $5,287-80.1% |
| Admin fee / account holder | $3,277 | $6,571-50.1% | $4,815-31.9% | $10,133-67.7% |