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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 | $17,153 | $51,184-66.5% | $66,439-74.2% | $86,983-80.3% |
| Participation rate | 44.4% | 68.5%-24.0pp | 74.5%-30.1pp | 69.5%-25.1pp |
| Annual return | 14.37% | 17.07%-2.7pp | 757.66%-743.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $281 | $2,023-86.1% | $2,637-89.4% | $2,584-89.1% |
| Participant deferral / active EE | $1,296 | $2,927-55.7% | $3,876-66.6% | $4,194-69.1% |
| Admin fee / account holder | $1,224 | $4,154-70.5% | $6,173-80.2% | $7,856-84.4% |