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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 | $15,470 | $47,105-67.2% | $68,368-77.4% | $67,986-77.2% |
| Participation rate | 36.1% | 51.8%-15.7pp | 73.8%-37.7pp | 57.2%-21.1pp |
| Annual return | 14.97% | 48.37%-33.4pp | 292.57%-277.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $191 | $1,859-89.7% | $2,649-92.8% | $2,019-90.5% |
| Participant deferral / active EE | $445 | $2,374-81.3% | $4,123-89.2% | $3,358-86.8% |
| Admin fee / account holder | $595 | $2,435-75.6% | $5,150-88.5% | $3,203-81.4% |