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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 | $14,218 | $77,908-81.8% | $149,696-90.5% | $75,173-81.1% |
| Participation rate | 20.5% | 65.6%-45.1pp | 78.8%-58.3pp | 67.2%-46.7pp |
| Annual return | 26.40% | 31.73%-5.3pp | 134.46%-108.1pp | 160.72%-134.3pp |
| Employer contribution / active EE | $154 | $3,138-95.1% | $4,821-96.8% | $2,671-94.2% |
| Participant deferral / active EE | $1,534 | $3,411-55.0% | $5,682-73.0% | $4,126-62.8% |
| Admin fee / account holder | $514 | $5,950-91.4% | $13,212-96.1% | $5,651-90.9% |