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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 | $12,888 | $51,638-75.0% | $68,368-81.1% | $82,448-84.4% |
| Participation rate | 31.7% | 63.6%-31.9pp | 73.8%-42.0pp | 68.1%-36.4pp |
| Annual return | 14.53% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $69 | $2,047-96.6% | $2,649-97.4% | $2,551-97.3% |
| Participant deferral / active EE | $1,515 | $2,914-48.0% | $4,123-63.2% | $4,139-63.4% |
| Admin fee / account holder | $633 | $4,643-86.4% | $5,150-87.7% | $7,234-91.2% |