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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 | $15,078 | $85,171-82.3% | $172,753-91.3% | $72,976-79.3% |
| Participation rate | 12.2% | 70.1%-57.8pp | 82.6%-70.4pp | 69.5%-57.2pp |
| Annual return | 23.27% | 27.32%-4.1pp | 803.00%-779.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $132 | $3,324-96.0% | $5,144-97.4% | $2,440-94.6% |
| Participant deferral / active EE | $937 | $3,260-71.3% | $5,198-82.0% | $3,608-74.0% |
| Admin fee / account holder | $3,777 | $5,880-35.8% | $13,956-72.9% | $5,124-26.3% |