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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 | $10,470 | $51,638-79.7% | $68,368-84.7% | $82,448-87.3% |
| Participation rate | 61.9% | 63.6%-1.7pp | 73.8%-11.8pp | 68.1%-6.2pp |
| Annual return | 15.74% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $14 | $2,047-99.3% | $2,649-99.5% | $2,551-99.4% |
| Participant deferral / active EE | $536 | $2,914-81.6% | $4,123-87.0% | $4,139-87.0% |
| Admin fee / account holder | $1,073 | $4,643-76.9% | $5,150-79.2% | $7,234-85.2% |