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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 | $19,173 | $49,249-61.1% | $70,476-72.8% | $79,852-76.0% |
| Participation rate | 24.4% | 69.2%-44.8pp | 75.1%-50.7pp | 69.6%-45.3pp |
| Annual return | 15.72% | 30.09%-14.4pp | 109.12%-93.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $105 | $2,100-95.0% | $2,738-96.2% | $2,471-95.8% |
| Participant deferral / active EE | $975 | $2,769-64.8% | $3,710-73.7% | $3,740-73.9% |
| Admin fee / account holder | $1,136 | $2,878-60.5% | $3,847-70.5% | $5,306-78.6% |