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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 | $22,266 | $51,638-56.9% | $68,368-67.4% | $82,448-73.0% |
| Participation rate | 12.6% | 63.6%-51.0pp | 73.8%-61.1pp | 68.1%-55.4pp |
| Annual return | 16.19% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $199 | $2,047-90.3% | $2,649-92.5% | $2,551-92.2% |
| Participant deferral / active EE | $510 | $2,914-82.5% | $4,123-87.6% | $4,139-87.7% |
| Admin fee / account holder | $6,018 | $4,643+29.6% | $5,150+16.9% | $7,234-16.8% |