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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 | $2,040 | $24,618-91.7% | $71,585-97.2% | $82,637-97.5% |
| Participation rate | 58.1% | 68.2%-10.1pp | 68.2%-10.1pp | 68.1%-10.0pp |
| Annual return | 19.58% | 93.17%-73.6pp | 59.26%-39.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $187 | $852-78.1% | $1,669-88.8% | $2,552-92.7% |
| Participant deferral / active EE | $1,056 | $1,720-38.6% | $2,923-63.9% | $4,126-74.4% |
| Admin fee / account holder | $1,215 | $3,285-63.0% | $4,712-74.2% | $7,339-83.4% |