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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 | $13,250 | $48,327-72.6% | $67,575-80.4% | $80,935-83.6% |
| Participation rate | 28.9% | 66.4%-37.5pp | 72.9%-44.0pp | 67.7%-38.7pp |
| Annual return | 13.72% | 18.31%-4.6pp | 3528.98%-3515.3pp | 35.66%-21.9pp |
| Employer contribution / active EE | $328 | $2,022-83.8% | $2,736-88.0% | $2,757-88.1% |
| Participant deferral / active EE | $854 | $2,927-70.8% | $4,003-78.7% | $4,299-80.1% |
| Admin fee / account holder | $847 | $3,692-77.1% | $3,993-78.8% | $6,924-87.8% |