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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 | $25,722 | $47,479-45.8% | $62,929-59.1% | $82,448-68.8% |
| Participation rate | 37.5% | 66.9%-29.4pp | 73.1%-35.6pp | 68.1%-30.6pp |
| Annual return | 11.88% | 20.34%-8.5pp | 1063.93%-1052.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $301 | $1,885-84.0% | $2,505-88.0% | $2,551-88.2% |
| Participant deferral / active EE | $1,444 | $2,870-49.7% | $3,888-62.9% | $4,139-65.1% |
| Admin fee / account holder | $2,116 | $3,804-44.4% | $5,065-58.2% | $7,234-70.8% |