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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 | $20,246 | $48,011-57.8% | $63,803-68.3% | $82,637-75.5% |
| Participation rate | 15.1% | 66.6%-51.5pp | 72.7%-57.6pp | 68.1%-53.0pp |
| Annual return | 16.95% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $204 | $1,904-89.3% | $2,532-91.9% | $2,552-92.0% |
| Participant deferral / active EE | $816 | $2,846-71.3% | $3,843-78.8% | $4,126-80.2% |
| Admin fee / account holder | $1,214 | $3,873-68.6% | $5,196-76.6% | $7,339-83.5% |