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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 | $21,721 | $63,703-65.9% | $93,063-76.7% | $82,448-73.7% |
| Participation rate | 18.4% | 63.8%-45.4pp | 72.1%-53.7pp | 68.1%-49.6pp |
| Annual return | 21.46% | -775.43%+796.9pp | 34.15%-12.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $317 | $1,729-81.7% | $2,476-87.2% | $2,551-87.6% |
| Participant deferral / active EE | $814 | $2,919-72.1% | $3,958-79.4% | $4,139-80.3% |
| Admin fee / account holder | $411 | $5,982-93.1% | $6,033-93.2% | $7,234-94.3% |