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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 | $20,467 | $58,258-64.9% | $81,820-75.0% | $80,925-74.7% |
| Participation rate | 19.8% | 63.5%-43.7pp | 72.4%-52.6pp | 67.7%-47.9pp |
| Annual return | 12.62% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $229 | $2,345-90.2% | $2,915-92.1% | $2,756-91.7% |
| Participant deferral / active EE | $835 | $3,284-74.6% | $4,323-80.7% | $4,299-80.6% |
| Admin fee / account holder | $2,778 | $4,976-44.2% | $7,391-62.4% | $6,940-60.0% |