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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 | $11,837 | $104,664-88.7% | $85,693-86.2% | $167,518-92.9% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 14.91% | 21.45%-6.5pp | 21.49%-6.6pp | 478.71%-463.8pp |
| Employer contribution / active EE | $331 | $3,337-90.1% | $2,618-87.3% | $4,838-93.1% |
| Participant deferral / active EE | $1,939 | $4,824-59.8% | $3,923-50.6% | $6,342-69.4% |
| Admin fee / account holder | $1,071 | $10,032-89.3% | $6,874-84.4% | $12,312-91.3% |