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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 | $16,383 | $81,331-79.9% | $155,534-89.5% | $80,935-79.8% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 15.12% | 33.37%-18.3pp | 64.92%-49.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $238 | $3,105-92.3% | $4,675-94.9% | $2,757-91.4% |
| Participant deferral / active EE | $969 | $3,454-71.9% | $5,630-82.8% | $4,299-77.5% |
| Admin fee / account holder | $370 | $7,999-95.4% | $15,900-97.7% | $6,924-94.7% |