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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 | $9,567 | $48,314-80.2% | $67,561-85.8% | $80,925-88.2% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.7%-45.4pp |
| Annual return | 15.97% | 18.28%-2.3pp | 3525.44%-3509.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $276 | $2,022-86.3% | $2,735-89.9% | $2,756-90.0% |
| Participant deferral / active EE | $806 | $2,927-72.5% | $4,003-79.9% | $4,299-81.3% |
| Admin fee / account holder | $2,883 | $3,690-21.9% | $4,006-28.0% | $6,940-58.5% |