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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 | $17,253 | $84,236-79.5% | $170,435-89.9% | $70,126-75.4% |
| Participation rate | 56.3% | 70.8%-14.6pp | 83.6%-27.3pp | 69.5%-13.3pp |
| Annual return | 14.91% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $53 | $3,387-98.4% | $5,432-99.0% | $2,343-97.7% |
| Participant deferral / active EE | $1,342 | $3,086-56.5% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $1,565 | $5,698-72.5% | $13,881-88.7% | $4,645-66.3% |