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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 | $21,468 | $69,248-69.0% | $64,101-66.5% | $139,466-84.6% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 16.14% | 45.95%-29.8pp | 33.72%-17.6pp | 373.66%-357.5pp |
| Employer contribution / active EE | $213 | $3,185-93.3% | $2,749-92.2% | $4,754-95.5% |
| Participant deferral / active EE | $1,521 | $4,682-67.5% | $3,881-60.8% | $6,712-77.3% |
| Admin fee / account holder | $321 | $4,247-92.5% | $3,070-89.6% | $11,409-97.2% |