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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 | $27,275 | $78,694-65.3% | $67,652-59.7% | $125,389-78.2% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | 1.27% | 9.46%-8.2pp | 6625.40%-6624.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $301 | $3,044-90.1% | $2,266-86.7% | $4,866-93.8% |
| Participant deferral / active EE | $1,918 | $4,292-55.3% | $3,560-46.1% | $5,352-64.2% |
| Admin fee / account holder | $2,521 | $7,403-65.9% | $4,821-47.7% | $9,541-73.6% |