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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 | $17,865 | $55,889-68.0% | $76,119-76.5% | $80,935-77.9% |
| Participation rate | 27.3% | 62.1%-34.8pp | 69.1%-41.8pp | 67.7%-40.4pp |
| Annual return | 12.03% | 20.58%-8.5pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $7 | $1,866-99.6% | $2,693-99.7% | $2,757-99.7% |
| Participant deferral / active EE | $1,094 | $3,051-64.1% | $4,259-74.3% | $4,299-74.5% |
| Admin fee / account holder | $463 | $5,241-91.2% | $6,421-92.8% | $6,924-93.3% |