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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 | $17,320 | $50,554-65.7% | $67,681-74.4% | $87,485-80.2% |
| Participation rate | 13.6% | 67.7%-54.1pp | 73.7%-60.1pp | 68.9%-55.3pp |
| Annual return | 16.66% | 17.81%-1.2pp | 590.58%-573.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $148 | $1,988-92.5% | $2,678-94.5% | $2,596-94.3% |
| Participant deferral / active EE | $1,053 | $2,961-64.5% | $3,976-73.5% | $4,274-75.4% |
| Admin fee / account holder | $472 | $4,132-88.6% | $6,100-92.3% | $7,775-93.9% |