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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 | $14,949 | $84,236-82.3% | $170,435-91.2% | $70,126-78.7% |
| Participation rate | 67.1% | 70.8%-3.7pp | 83.6%-16.5pp | 69.5%-2.4pp |
| Annual return | 17.95% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $244 | $3,387-92.8% | $5,432-95.5% | $2,343-89.6% |
| Participant deferral / active EE | $2,121 | $3,086-31.3% | $4,939-57.1% | $3,332-36.3% |
| Admin fee / account holder | $2,200 | $5,698-61.4% | $13,881-84.2% | $4,645-52.6% |