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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 | $23,971 | $58,241-58.8% | $81,780-70.7% | $80,911-70.4% |
| Participation rate | 31.3% | 63.4%-32.2pp | 72.4%-41.1pp | 67.6%-36.4pp |
| Annual return | 17.64% | 41.73%-24.1pp | 776.27%-758.6pp | 35.63%-18.0pp |
| Employer contribution / active EE | $195 | $2,343-91.7% | $2,914-93.3% | $2,756-92.9% |
| Participant deferral / active EE | $945 | $3,283-71.2% | $4,321-78.1% | $4,297-78.0% |
| Admin fee / account holder | $494 | $4,973-90.1% | $7,384-93.3% | $6,935-92.9% |