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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 | $6,024 | $51,638-88.3% | $68,368-91.2% | $82,448-92.7% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.1pp | 68.1%-0.4pp |
| Annual return | 22.61% | 37.53%-14.9pp | 292.57%-270.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $67 | $2,047-96.7% | $2,649-97.5% | $2,551-97.4% |
| Participant deferral / active EE | $1,704 | $2,914-41.5% | $4,123-58.7% | $4,139-58.8% |
| Admin fee / account holder | $573 | $4,643-87.7% | $5,150-88.9% | $7,234-92.1% |