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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 | $17,628 | $73,863-76.1% | $143,797-87.7% | $68,490-74.3% |
| Participation rate | 64.8% | 66.7%-1.9pp | 80.3%-15.5pp | 67.9%-3.1pp |
| Annual return | 47.46% | 0.91%+46.5pp | -0.04%+47.5pp | -7.85%+55.3pp |
| Employer contribution / active EE | $41 | $3,185-98.7% | $4,952-99.2% | $2,597-98.4% |
| Participant deferral / active EE | $1,427 | $3,385-57.8% | $5,638-74.7% | $4,028-64.6% |
| Admin fee / account holder | $1,170 | $5,756-79.7% | $14,679-92.0% | $5,403-78.3% |