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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 | $16,717 | $41,854-60.1% | $73,836-77.4% | $52,331-68.1% |
| Participation rate | 28.3% | 66.2%-37.9pp | 73.4%-45.1pp | 68.1%-39.8pp |
| Annual return | 18.61% | 2.11%+16.5pp | 2268.06%-2249.4pp | 4.54%+14.1pp |
| Employer contribution / active EE | $188 | $1,920-90.2% | $2,787-93.3% | $1,882-90.0% |
| Participant deferral / active EE | $1,506 | $2,498-39.7% | $3,583-58.0% | $3,022-50.2% |
| Admin fee / account holder | $1,321 | $493+168.1% | $4,882-72.9% | $592+123.3% |