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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 | $20,862 | $28,167-25.9% | $73,658-71.7% | $64,728-67.8% |
| Participation rate | 19.0% | 21.1%-2.1pp | 57.0%-38.0pp | 57.9%-38.9pp |
| Annual return | 13.31% | 139.75%-126.4pp | 29.72%-16.4pp | 49.38%-36.1pp |
| Employer contribution / active EE | $61 | $373-83.5% | $1,032-94.1% | $2,243-97.3% |
| Participant deferral / active EE | $229 | $597-61.7% | $2,062-88.9% | $2,729-91.6% |
| Admin fee / account holder | $706 | $1,791-60.6% | $3,357-79.0% | $1,145-38.4% |