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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 | $21,970 | $75,832-71.0% | $147,618-85.1% | $59,633-63.2% |
| Participation rate | 34.1% | 71.6%-37.5pp | 84.6%-50.5pp | 68.7%-34.6pp |
| Annual return | 0.79% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $317 | $3,485-90.9% | $5,565-94.3% | $2,203-85.6% |
| Participant deferral / active EE | $984 | $3,131-68.6% | $4,895-79.9% | $3,192-69.2% |
| Admin fee / account holder | $708 | $5,986-88.2% | $11,612-93.9% | $4,297-83.5% |