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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 | $24,478 | $70,418-65.2% | $96,570-74.7% | $85,847-71.5% |
| Participation rate | 42.7% | 61.8%-19.1pp | 69.8%-27.2pp | 69.3%-26.7pp |
| Annual return | 17.75% | 18.59%-0.8pp | 37.79%-20.0pp | 318.61%-300.9pp |
| Employer contribution / active EE | $172 | $1,413-87.8% | $2,357-92.7% | $2,565-93.3% |
| Participant deferral / active EE | $1,413 | $2,894-51.2% | $3,849-63.3% | $3,952-64.2% |
| Admin fee / account holder | $1,119 | $4,995-77.6% | $6,182-81.9% | $6,261-82.1% |