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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 | $65,961-61.1% | $180,320-85.8% | $94,015-72.7% |
| Participation rate | 30.0% | 61.3%-31.3pp | 71.5%-41.5pp | 70.8%-40.8pp |
| Annual return | 14.86% | 14.27%+0.6pp | 778.54%-763.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $208 | $1,737-88.0% | $4,108-94.9% | $2,790-92.5% |
| Participant deferral / active EE | $1,255 | $3,003-58.2% | $4,304-70.8% | $4,249-70.5% |
| Admin fee / account holder | $654 | $4,901-86.6% | $10,000-93.5% | $8,951-92.7% |