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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 | $5,891 | $49,976-88.2% | $66,674-91.2% | $82,637-92.9% |
| Participation rate | 39.5% | 63.1%-23.6pp | 73.7%-34.2pp | 68.1%-28.6pp |
| Annual return | 25.94% | 39.09%-13.2pp | 321.24%-295.3pp | 53.51%-27.6pp |
| Employer contribution / active EE | $116 | $1,988-94.2% | $2,620-95.6% | $2,552-95.5% |
| Participant deferral / active EE | $1,265 | $2,847-55.6% | $4,084-69.0% | $4,126-69.3% |
| Admin fee / account holder | $862 | $4,594-81.2% | $5,098-83.1% | $7,339-88.3% |