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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 | $50,554-66.1% | $67,681-74.7% | $87,485-80.4% |
| Participation rate | 44.4% | 67.7%-23.3pp | 73.7%-29.3pp | 68.9%-24.5pp |
| Annual return | 14.37% | 17.81%-3.4pp | 590.58%-576.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $281 | $1,988-85.9% | $2,678-89.5% | $2,596-89.2% |
| Participant deferral / active EE | $1,296 | $2,961-56.2% | $3,976-67.4% | $4,274-69.7% |
| Admin fee / account holder | $1,224 | $4,132-70.4% | $6,100-79.9% | $7,775-84.3% |