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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 | $23,515 | $49,249-52.3% | $70,476-66.6% | $79,852-70.6% |
| Participation rate | 34.5% | 69.2%-34.7pp | 75.1%-40.6pp | 69.6%-35.2pp |
| Annual return | 16.20% | 30.09%-13.9pp | 109.12%-92.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $196 | $2,100-90.7% | $2,738-92.8% | $2,471-92.1% |
| Participant deferral / active EE | $975 | $2,769-64.8% | $3,710-73.7% | $3,740-73.9% |
| Admin fee / account holder | $327 | $2,878-88.6% | $3,847-91.5% | $5,306-93.8% |