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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 | $49,976-83.0% | $66,674-87.2% | $82,637-89.7% |
| Participation rate | 21.6% | 63.1%-41.5pp | 73.7%-52.1pp | 68.1%-46.4pp |
| Annual return | 20.13% | 39.09%-19.0pp | 321.24%-301.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $237 | $1,988-88.1% | $2,620-91.0% | $2,552-90.7% |
| Participant deferral / active EE | $1,212 | $2,847-57.4% | $4,084-70.3% | $4,126-70.6% |
| Admin fee / account holder | $1,026 | $4,594-77.7% | $5,098-79.9% | $7,339-86.0% |