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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 | $16,800 | $81,262-79.3% | $155,602-89.2% | $80,911-79.2% |
| Participation rate | 14.6% | 66.2%-51.6pp | 78.2%-63.6pp | 67.6%-53.0pp |
| Annual return | 11.16% | 33.34%-22.2pp | 64.81%-53.6pp | 35.63%-24.5pp |
| Employer contribution / active EE | $278 | $3,102-91.0% | $4,675-94.0% | $2,756-89.9% |
| Participant deferral / active EE | $954 | $3,451-72.4% | $5,629-83.0% | $4,297-77.8% |
| Admin fee / account holder | $1,039 | $7,992-87.0% | $15,923-93.5% | $6,935-85.0% |