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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 | $20,082 | $118,875-83.1% | $96,572-79.2% | $167,553-88.0% |
| Participation rate | 20.8% | 75.5%-54.7pp | 69.8%-49.0pp | 82.1%-61.3pp |
| Annual return | 12.23% | 50.50%-38.3pp | 37.79%-25.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $194 | $3,121-93.8% | $2,357-91.8% | $4,840-96.0% |
| Participant deferral / active EE | $1,269 | $4,617-72.5% | $3,850-67.0% | $6,343-80.0% |
| Admin fee / account holder | $1,607 | $8,070-80.1% | $6,183-74.0% | $12,316-87.0% |