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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 | $11,140 | $75,541-85.3% | $152,093-92.7% | $82,637-86.5% |
| Participation rate | 28.1% | 66.5%-38.4pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 21.48% | 32.56%-11.1pp | 66.36%-44.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,355 | $3,206-57.7% | $5,451-75.1% | $4,126-67.2% |
| Admin fee / account holder | $484 | $6,405-92.4% | $14,497-96.7% | $7,339-93.4% |