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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 | $15,465 | $55,889-72.3% | $76,119-79.7% | $80,935-80.9% |
| Participation rate | 25.9% | 62.1%-36.1pp | 69.1%-43.1pp | 67.7%-41.7pp |
| Annual return | 43.60% | 20.58%+23.0pp | 361.25%-317.6pp | 35.66%+7.9pp |
| Employer contribution / active EE | $134 | $1,866-92.8% | $2,693-95.0% | $2,757-95.1% |
| Participant deferral / active EE | $1,119 | $3,051-63.3% | $4,259-73.7% | $4,299-74.0% |
| Admin fee / account holder | $2,457 | $5,241-53.1% | $6,421-61.7% | $6,924-64.5% |