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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 | $19,618 | $58,275-66.3% | $81,844-76.0% | $80,935-75.8% |
| Participation rate | 43.1% | 63.5%-20.3pp | 72.4%-29.2pp | 67.7%-24.5pp |
| Annual return | 16.74% | 41.82%-25.1pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $241 | $2,346-89.7% | $2,916-91.7% | $2,757-91.3% |
| Participant deferral / active EE | $1,656 | $3,285-49.6% | $4,323-61.7% | $4,299-61.5% |
| Admin fee / account holder | $383 | $4,749-91.9% | $7,355-94.8% | $6,924-94.5% |