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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 | $13,381 | $49,976-73.2% | $66,674-79.9% | $82,637-83.8% |
| Participation rate | 36.6% | 63.1%-26.5pp | 73.7%-37.1pp | 68.1%-31.4pp |
| Annual return | 19.49% | 39.09%-19.6pp | 321.24%-301.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $214 | $1,988-89.2% | $2,620-91.8% | $2,552-91.6% |
| Participant deferral / active EE | $635 | $2,847-77.7% | $4,084-84.4% | $4,126-84.6% |
| Admin fee / account holder | $374 | $4,594-91.9% | $5,098-92.7% | $7,339-94.9% |