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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 | $19,279 | $81,276-76.3% | $155,574-87.6% | $80,925-76.2% |
| Participation rate | 19.8% | 66.2%-46.5pp | 78.2%-58.4pp | 67.7%-47.9pp |
| Annual return | 10.64% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $124 | $3,103-96.0% | $4,676-97.3% | $2,756-95.5% |
| Participant deferral / active EE | $1,148 | $3,453-66.8% | $5,629-79.6% | $4,299-73.3% |
| Admin fee / account holder | $888 | $7,993-88.9% | $15,914-94.4% | $6,940-87.2% |