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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 | $17,796 | $58,311-69.5% | $81,882-78.3% | $80,959-78.0% |
| Participation rate | 26.9% | 63.5%-36.6pp | 72.4%-45.5pp | 67.7%-40.8pp |
| Annual return | 15.01% | 41.85%-26.8pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $20 | $2,347-99.2% | $2,916-99.3% | $2,757-99.3% |
| Participant deferral / active EE | $1,086 | $3,287-67.0% | $4,323-74.9% | $4,300-74.7% |
| Admin fee / account holder | $356 | $4,752-92.5% | $7,360-95.2% | $6,925-94.9% |