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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,276 | $65,130-76.5% | $81,844-81.3% | - |
| Participation rate | 57.6% | 64.1%-6.6pp | 72.4%-14.8pp | - |
| Annual return | 8.49% | 13.17%-4.7pp | 778.87%-770.4pp | - |
| Employer contribution / active EE | $358 | $3,054-88.3% | $2,916-87.7% | - |
| Participant deferral / active EE | $2,467 | $3,258-24.3% | $4,323-42.9% | - |
| Admin fee / account holder | $926 | $2,232-58.5% | $7,355-87.4% | - |