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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 | $21,118 | $84,236-74.9% | $170,435-87.6% | $70,126-69.9% |
| Participation rate | 69.9% | 70.8%-1.0pp | 83.6%-13.7pp | 69.5%+0.3pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,459 | $3,086-20.3% | $4,939-50.2% | $3,332-26.2% |
| Admin fee / account holder | $718 | $5,698-87.4% | $13,881-94.8% | $4,645-84.6% |