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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 | $16,385 | $77,901-79.0% | $149,717-89.1% | $75,181-78.2% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 22.47% | 31.73%-9.3pp | 134.41%-111.9pp | 160.69%-138.2pp |
| Employer contribution / active EE | $172 | $3,137-94.5% | $4,820-96.4% | $2,671-93.6% |
| Participant deferral / active EE | $1,451 | $3,411-57.5% | $5,682-74.5% | $4,126-64.8% |
| Admin fee / account holder | $1,384 | $5,949-76.7% | $13,213-89.5% | $5,650-75.5% |