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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 | $13,029 | $58,275-77.6% | $81,844-84.1% | $80,935-83.9% |
| Participation rate | 26.8% | 63.5%-36.6pp | 72.4%-45.6pp | 67.7%-40.8pp |
| Annual return | 13.34% | 41.82%-28.5pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $29 | $2,346-98.8% | $2,916-99.0% | $2,757-99.0% |
| Participant deferral / active EE | $1,575 | $3,285-52.1% | $4,323-63.6% | $4,299-63.4% |
| Admin fee / account holder | $1,489 | $4,749-68.6% | $7,355-79.8% | $6,924-78.5% |