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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 | $18,723 | $77,638-75.9% | $156,551-88.0% | $62,881-70.2% |
| Participation rate | 52.5% | 71.2%-18.7pp | 84.0%-31.5pp | 69.3%-16.8pp |
| Annual return | 8.72% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $269 | $3,444-92.2% | $5,501-95.1% | $2,281-88.2% |
| Participant deferral / active EE | $1,503 | $3,046-50.6% | $4,871-69.1% | $3,203-53.1% |
| Admin fee / account holder | $914 | $5,561-83.6% | $13,028-93.0% | $4,296-78.7% |