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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 | $12,424 | $106,247-88.3% | $96,515-87.1% | $139,466-91.1% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 57.90% | 38.47%+19.4pp | 35.73%+22.2pp | 373.66%-315.8pp |
| Employer contribution / active EE | $252 | $4,106-93.9% | $3,740-93.3% | $4,754-94.7% |
| Participant deferral / active EE | $3,475 | $5,456-36.3% | $4,880-28.8% | $6,712-48.2% |
| Admin fee / account holder | $391 | $7,885-95.0% | $6,735-94.2% | $11,409-96.6% |