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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 | $48,277-80.2% | $67,511-85.8% | $80,874-88.2% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.6%-45.4pp |
| Annual return | 15.97% | 18.27%-2.3pp | 3517.41%-3501.4pp | 35.62%-19.6pp |
| Employer contribution / active EE | $276 | $2,021-86.3% | $2,733-89.9% | $2,756-90.0% |
| Participant deferral / active EE | $806 | $2,926-72.5% | $4,000-79.9% | $4,297-81.3% |
| Admin fee / account holder | $2,883 | $3,687-21.8% | $3,999-27.9% | $6,935-58.4% |