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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 | $27,389 | $93,345-70.7% | $119,126-77.0% | $87,485-68.7% |
| Participation rate | 37.7% | 68.7%-31.1pp | 75.8%-38.1pp | 68.9%-31.3pp |
| Annual return | 15.31% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $204 | $3,172-93.6% | $4,034-94.9% | $2,596-92.1% |
| Participant deferral / active EE | $1,885 | $4,099-54.0% | $5,318-64.6% | $4,274-55.9% |
| Admin fee / account holder | $1,392 | $8,039-82.7% | $10,693-87.0% | $7,775-82.1% |