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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 | $12,288 | $123,155-90.0% | $108,753-88.7% | $155,188-92.1% |
| Participation rate | 63.6% | 75.6%-12.0pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 13.97% | 44.73%-30.8pp | 37.47%-23.5pp | 148.84%-134.9pp |
| Employer contribution / active EE | $33 | $2,811-98.8% | $2,427-98.7% | $4,248-99.2% |
| Participant deferral / active EE | $2,034 | $4,623-56.0% | $4,115-50.6% | $6,531-68.9% |
| Admin fee / account holder | $3,066 | $12,126-74.7% | $10,320-70.3% | $14,480-78.8% |