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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 | $9,962 | $85,024-88.3% | $70,544-85.9% | $139,466-92.9% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.4%-12.8pp | 80.3%-24.8pp |
| Annual return | 15.35% | 30.39%-15.0pp | 32.79%-17.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $472 | $3,912-87.9% | $2,976-84.1% | $4,754-90.1% |
| Participant deferral / active EE | $1,164 | $5,891-80.2% | $4,568-74.5% | $6,712-82.7% |
| Admin fee / account holder | $744 | $8,928-91.7% | $6,427-88.4% | $11,409-93.5% |