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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 | $12,454 | $48,327-74.2% | $67,575-81.6% | $80,935-84.6% |
| Participation rate | 57.5% | 66.4%-8.9pp | 72.9%-15.4pp | 67.7%-10.2pp |
| Annual return | 15.09% | 18.31%-3.2pp | 3528.98%-3513.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $278 | $2,022-86.3% | $2,736-89.9% | $2,757-89.9% |
| Participant deferral / active EE | $1,169 | $2,927-60.1% | $4,003-70.8% | $4,299-72.8% |
| Admin fee / account holder | $317 | $3,692-91.4% | $3,993-92.1% | $6,924-95.4% |