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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 | $8,505 | $51,638-83.5% | $68,368-87.6% | $82,448-89.7% |
| Participation rate | 21.6% | 63.6%-42.0pp | 73.8%-52.1pp | 68.1%-46.4pp |
| Annual return | 20.13% | 37.53%-17.4pp | 292.57%-272.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $237 | $2,047-88.4% | $2,649-91.1% | $2,551-90.7% |
| Participant deferral / active EE | $1,212 | $2,914-58.4% | $4,123-70.6% | $4,139-70.7% |
| Admin fee / account holder | $1,026 | $4,643-77.9% | $5,150-80.1% | $7,234-85.8% |