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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 | $19,070 | $65,555-70.9% | $86,216-77.9% | $75,173-74.6% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 17.26% | 46.07%-28.8pp | 1169.42%-1152.2pp | 160.72%-143.5pp |
| Employer contribution / active EE | $162 | $1,553-89.5% | $2,382-93.2% | $2,671-93.9% |
| Participant deferral / active EE | $2,428 | $3,023-19.7% | $3,986-39.1% | $4,126-41.2% |
| Admin fee / account holder | $1,026 | $5,469-81.2% | $6,853-85.0% | $5,651-81.9% |