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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 | $11,862 | $22,602-47.5% | $65,566-81.9% | $75,173-84.2% |
| Participation rate | 35.5% | 63.1%-27.6pp | 64.9%-29.4pp | 67.2%-31.7pp |
| Annual return | 17.55% | 71.13%-53.6pp | 47.40%-29.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $237 | $941-74.8% | $1,692-86.0% | $2,671-91.1% |
| Participant deferral / active EE | $1,076 | $1,695-36.5% | $2,832-62.0% | $4,126-73.9% |
| Admin fee / account holder | $1,714 | $1,877-8.7% | $4,114-58.3% | $5,651-69.7% |