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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 | $16,677 | $52,306-68.1% | $69,779-76.1% | $62,881-73.5% |
| Participation rate | 57.6% | 67.2%-9.7pp | 71.8%-14.2pp | 69.3%-11.7pp |
| Annual return | 5.74% | 13.35%-7.6pp | 12.99%-7.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $58 | $1,799-96.8% | $2,338-97.5% | $2,281-97.4% |
| Participant deferral / active EE | $1,169 | $2,395-51.2% | $2,931-60.1% | $3,203-63.5% |
| Admin fee / account holder | $409 | $3,691-88.9% | $4,381-90.7% | $4,296-90.5% |