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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 | $18,289 | $36,002-49.2% | $161,489-88.7% | $64,728-71.7% |
| Participation rate | 25.7% | 57.4%-31.8pp | 78.7%-53.0pp | 57.9%-32.2pp |
| Annual return | 10.55% | 33.93%-23.4pp | 89.72%-79.2pp | 49.38%-38.8pp |
| Employer contribution / active EE | $265 | $1,380-80.8% | $4,268-93.8% | $2,243-88.2% |
| Participant deferral / active EE | $907 | $1,815-50.0% | $5,630-83.9% | $2,729-66.8% |
| Admin fee / account holder | $528 | $931-43.3% | $16,006-96.7% | $1,145-53.9% |