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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 | $13,871 | $81,331-82.9% | $155,534-91.1% | $80,935-82.9% |
| Participation rate | 34.9% | 66.3%-31.4pp | 78.2%-43.3pp | 67.7%-32.8pp |
| Annual return | 15.43% | 33.37%-17.9pp | 64.92%-49.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $366 | $3,105-88.2% | $4,675-92.2% | $2,757-86.7% |
| Participant deferral / active EE | $1,328 | $3,454-61.5% | $5,630-76.4% | $4,299-69.1% |
| Admin fee / account holder | $652 | $7,999-91.9% | $15,900-95.9% | $6,924-90.6% |