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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 | $14,036 | $55,470-74.7% | $155,556-91.0% | $74,478-81.2% |
| Participation rate | 25.7% | 61.9%-36.2pp | 78.2%-52.6pp | 67.2%-41.6pp |
| Annual return | 12.15% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $324 | $2,267-85.7% | $4,675-93.1% | $2,626-87.7% |
| Participant deferral / active EE | $816 | $2,838-71.3% | $5,631-85.5% | $4,350-81.3% |
| Admin fee / account holder | $1,753 | $1,744+0.5% | $15,885-89.0% | $1,946-9.9% |