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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 | $22,653 | $116,434-80.5% | $65,583-65.5% | $139,487-83.8% |
| Participation rate | 11.1% | 67.9%-56.8pp | 65.0%-53.9pp | 80.3%-69.2pp |
| Annual return | 19.04% | 31.34%-12.3pp | 47.46%-28.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $122 | $2,602-95.3% | $1,692-92.8% | $4,755-97.4% |
| Participant deferral / active EE | $1,806 | $4,245-57.4% | $2,833-36.2% | $6,713-73.1% |
| Admin fee / account holder | $3,141 | $6,696-53.1% | $4,112-23.6% | $11,407-72.5% |