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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 | $51,638-88.6% | $68,368-91.4% | $82,448-92.9% |
| Participation rate | 39.5% | 63.6%-24.1pp | 73.8%-34.3pp | 68.1%-28.6pp |
| Annual return | 25.94% | 37.53%-11.6pp | 292.57%-266.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $116 | $2,047-94.3% | $2,649-95.6% | $2,551-95.5% |
| Participant deferral / active EE | $1,265 | $2,914-56.6% | $4,123-69.3% | $4,139-69.4% |
| Admin fee / account holder | $862 | $4,643-81.4% | $5,150-83.3% | $7,234-88.1% |