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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 | $26,328 | $77,638-66.1% | $156,551-83.2% | $62,881-58.1% |
| Participation rate | 15.9% | 71.2%-55.3pp | 84.0%-68.1pp | 69.3%-53.4pp |
| Annual return | 8.10% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $209 | $3,444-93.9% | $5,501-96.2% | $2,281-90.9% |
| Participant deferral / active EE | $966 | $3,046-68.3% | $4,871-80.2% | $3,203-69.8% |
| Admin fee / account holder | $829 | $5,561-85.1% | $13,028-93.6% | $4,296-80.7% |