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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 | $4,293 | $24,891-82.8% | $69,632-93.8% | $74,478-94.2% |
| Participation rate | 41.0% | 63.4%-22.5pp | 66.4%-25.5pp | 67.2%-26.3pp |
| Annual return | 21.71% | 18.53%+3.2pp | 101.32%-79.6pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $279 | $1,005-72.2% | $1,708-83.7% | $2,626-89.4% |
| Participant deferral / active EE | $781 | $1,908-59.1% | $2,889-73.0% | $4,350-82.1% |
| Admin fee / account holder | $767 | $1,904-59.7% | $4,695-83.7% | $1,946-60.6% |