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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 | $25,680 | $56,431-54.5% | $130,788-80.4% | $87,485-70.6% |
| Participation rate | 30.0% | 58.9%-28.9pp | 70.1%-40.1pp | 68.9%-38.9pp |
| Annual return | 14.86% | 91.27%-76.4pp | 386.44%-371.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $208 | $1,549-86.6% | $3,558-94.1% | $2,596-92.0% |
| Participant deferral / active EE | $1,255 | $2,749-54.4% | $4,137-69.7% | $4,274-70.6% |
| Admin fee / account holder | $654 | $4,433-85.2% | $6,673-90.2% | $7,775-91.6% |