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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 | $19,134 | $43,730-56.2% | $66,674-71.3% | $64,097-70.1% |
| Participation rate | 8.7% | 50.7%-42.1pp | 73.7%-65.0pp | 55.2%-46.5pp |
| Annual return | 16.16% | 53.62%-37.5pp | 321.24%-305.1pp | 34.64%-18.5pp |
| Employer contribution / active EE | $188 | $1,673-88.7% | $2,620-92.8% | $1,891-90.0% |
| Participant deferral / active EE | $474 | $2,122-77.6% | $4,084-88.4% | $3,080-84.6% |
| Admin fee / account holder | $1,588 | $2,708-41.3% | $5,098-68.9% | $3,454-54.0% |