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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 | $10,782 | $77,908-86.2% | $149,696-92.8% | $75,173-85.7% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.7pp | 67.2%-23.1pp |
| Annual return | 17.36% | 31.73%-14.4pp | 134.46%-117.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $267 | $3,138-91.5% | $4,821-94.5% | $2,671-90.0% |
| Participant deferral / active EE | $1,436 | $3,411-57.9% | $5,682-74.7% | $4,126-65.2% |
| Admin fee / account holder | $393 | $5,950-93.4% | $13,212-97.0% | $5,651-93.0% |