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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 | $15,858 | $69,444-77.2% | $92,985-82.9% | $87,485-81.9% |
| Participation rate | 40.7% | 63.3%-22.5pp | 69.5%-28.7pp | 68.9%-28.2pp |
| Annual return | 16.73% | 23.85%-7.1pp | 27.99%-11.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $304 | $1,917-84.1% | $2,662-88.6% | $2,596-88.3% |
| Participant deferral / active EE | $1,427 | $3,364-57.6% | $4,377-67.4% | $4,274-66.6% |
| Admin fee / account holder | $2,449 | $6,137-60.1% | $9,463-74.1% | $7,775-68.5% |