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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 | $19,687 | $41,016-52.0% | $152,093-87.1% | $64,097-69.3% |
| Participation rate | 38.1% | 51.3%-13.3pp | 77.8%-39.7pp | 55.2%-17.1pp |
| Annual return | 17.33% | 39.60%-22.3pp | 66.36%-49.0pp | 34.64%-17.3pp |
| Employer contribution / active EE | $94 | $1,342-93.0% | $4,175-97.8% | $1,891-95.1% |
| Participant deferral / active EE | $735 | $1,927-61.9% | $5,451-86.5% | $3,080-76.1% |
| Admin fee / account holder | $889 | $2,305-61.4% | $14,497-93.9% | $3,454-74.3% |