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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 | $12,399 | $48,327-74.3% | $67,575-81.7% | $80,935-84.7% |
| Participation rate | 44.6% | 66.4%-21.8pp | 72.9%-28.3pp | 67.7%-23.0pp |
| Annual return | 12.89% | 18.31%-5.4pp | 3528.98%-3516.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $325 | $2,022-83.9% | $2,736-88.1% | $2,757-88.2% |
| Participant deferral / active EE | $1,001 | $2,927-65.8% | $4,003-75.0% | $4,299-76.7% |
| Admin fee / account holder | $438 | $3,692-88.1% | $3,993-89.0% | $6,924-93.7% |