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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 | $8,782 | $58,311-84.9% | $81,882-89.3% | $80,959-89.2% |
| Participation rate | 29.1% | 63.5%-34.4pp | 72.4%-43.3pp | 67.7%-38.6pp |
| Annual return | 14.74% | 41.85%-27.1pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $61 | $2,347-97.4% | $2,916-97.9% | $2,757-97.8% |
| Participant deferral / active EE | $977 | $3,287-70.3% | $4,323-77.4% | $4,300-77.3% |
| Admin fee / account holder | $362 | $4,752-92.4% | $7,360-95.1% | $6,925-94.8% |