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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 | $11,833 | $110,337-89.3% | $102,383-88.4% | $145,877-91.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.04% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $759 | $4,216-82.0% | $3,870-80.4% | $4,663-83.7% |
| Participant deferral / active EE | $2,186 | $5,621-61.1% | $5,060-56.8% | $6,691-67.3% |
| Admin fee / account holder | $477 | $9,750-95.1% | $8,391-94.3% | $13,402-96.4% |