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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 | $28,388 | $49,897-43.1% | $80,648-64.8% | $75,177-62.2% |
| Participation rate | 14.4% | 55.3%-40.9pp | 67.0%-52.6pp | 67.2%-52.8pp |
| Annual return | 15.15% | 34.68%-19.5pp | 937.21%-922.1pp | 160.75%-145.6pp |
| Employer contribution / active EE | $197 | $1,699-88.4% | $2,724-92.8% | $2,671-92.6% |
| Participant deferral / active EE | $1,138 | $2,992-62.0% | $4,443-74.4% | $4,126-72.4% |
| Admin fee / account holder | $1,461 | $3,579-59.2% | $5,382-72.9% | $5,651-74.2% |