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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 | $5,019 | $51,638-90.3% | $68,368-92.7% | $82,448-93.9% |
| Participation rate | 48.0% | 63.6%-15.6pp | 73.8%-25.8pp | 68.1%-20.1pp |
| Annual return | 33.53% | 37.53%-4.0pp | 292.57%-259.0pp | 41.64%-8.1pp |
| Employer contribution / active EE | $119 | $2,047-94.2% | $2,649-95.5% | $2,551-95.3% |
| Participant deferral / active EE | $1,167 | $2,914-59.9% | $4,123-71.7% | $4,139-71.8% |
| Admin fee / account holder | $779 | $4,643-83.2% | $5,150-84.9% | $7,234-89.2% |