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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 | $19,815 | $49,976-60.4% | $66,674-70.3% | $82,637-76.0% |
| Participation rate | 55.4% | 63.1%-7.7pp | 73.7%-18.3pp | 68.1%-12.7pp |
| Annual return | 17.10% | 39.09%-22.0pp | 321.24%-304.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $81 | $1,988-95.9% | $2,620-96.9% | $2,552-96.8% |
| Participant deferral / active EE | $1,880 | $2,847-34.0% | $4,084-54.0% | $4,126-54.4% |
| Admin fee / account holder | $4,624 | $4,594+0.7% | $5,098-9.3% | $7,339-37.0% |