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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 | $24,618-79.7% | $71,585-93.0% | $82,637-94.0% |
| Participation rate | 68.1% | 68.2%-0.1pp | 68.2%0pp | 68.1%+0.1pp |
| Annual return | 19.31% | 93.17%-73.9pp | 59.26%-39.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $178 | $852-79.2% | $1,669-89.4% | $2,552-93.0% |
| Participant deferral / active EE | $1,381 | $1,720-19.7% | $2,923-52.8% | $4,126-66.5% |
| Admin fee / account holder | $1,197 | $3,285-63.5% | $4,712-74.6% | $7,339-83.7% |