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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 | $4,988 | $23,330-78.6% | $64,489-92.3% | $82,448-93.9% |
| Participation rate | 68.1% | 68.3%-0.2pp | 67.7%+0.4pp | 68.1%0pp |
| Annual return | 19.31% | 83.66%-64.3pp | 55.03%-35.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $178 | $824-78.5% | $1,523-88.3% | $2,551-93.0% |
| Participant deferral / active EE | $1,381 | $1,707-19.1% | $2,778-50.3% | $4,139-66.6% |
| Admin fee / account holder | $1,197 | $2,946-59.4% | $4,260-71.9% | $7,234-83.5% |