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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 | $17,442 | $77,638-77.5% | $156,551-88.9% | $62,881-72.3% |
| Participation rate | 28.8% | 71.2%-42.4pp | 84.0%-55.2pp | 69.3%-40.5pp |
| Annual return | 7.51% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $343 | $3,444-90.0% | $5,501-93.8% | $2,281-85.0% |
| Participant deferral / active EE | $830 | $3,046-72.7% | $4,871-83.0% | $3,203-74.1% |
| Admin fee / account holder | $4,203 | $5,561-24.4% | $13,028-67.7% | $4,296-2.2% |