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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 | $17,111 | $95,406-82.1% | $185,849-90.8% | $85,847-80.1% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.3pp |
| Annual return | 20.01% | 23.59%-3.6pp | 122.10%-102.1pp | 318.61%-298.6pp |
| Employer contribution / active EE | $269 | $3,314-91.9% | $5,169-94.8% | $2,565-89.5% |
| Participant deferral / active EE | $4,533 | $3,424+32.4% | $5,569-18.6% | $3,952+14.7% |
| Admin fee / account holder | $371 | $7,214-94.9% | $16,244-97.7% | $6,261-94.1% |