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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 | $23,698 | $52,353-54.7% | $120,225-80.3% | $82,448-71.3% |
| Participation rate | 9.6% | 58.3%-48.7pp | 69.6%-59.9pp | 68.1%-58.4pp |
| Annual return | 16.43% | 61.85%-45.4pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $74 | $1,510-95.1% | $3,475-97.9% | $2,551-97.1% |
| Participant deferral / active EE | $784 | $2,627-70.2% | $3,999-80.4% | $4,139-81.1% |
| Admin fee / account holder | $3,760 | $4,363-13.8% | $5,696-34.0% | $7,234-48.0% |