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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 | $15,799 | $58,258-72.9% | $81,820-80.7% | $80,925-80.5% |
| Participation rate | 28.9% | 63.5%-34.5pp | 72.4%-43.4pp | 67.7%-38.7pp |
| Annual return | 11.88% | 41.76%-29.9pp | 777.93%-766.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $263 | $2,345-88.8% | $2,915-91.0% | $2,756-90.5% |
| Participant deferral / active EE | $977 | $3,284-70.3% | $4,323-77.4% | $4,299-77.3% |
| Admin fee / account holder | $863 | $4,976-82.7% | $7,391-88.3% | $6,940-87.6% |