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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 | $6,534 | $51,202-87.2% | $70,548-90.7% | $75,181-91.3% |
| Participation rate | 39.1% | 61.0%-21.8pp | 68.3%-29.2pp | 67.2%-28.1pp |
| Annual return | 19.39% | 30.05%-10.7pp | 32.78%-13.4pp | 160.69%-141.3pp |
| Employer contribution / active EE | $181 | $1,827-90.1% | $2,975-93.9% | $2,671-93.2% |
| Participant deferral / active EE | $1,021 | $2,850-64.2% | $4,567-77.6% | $4,126-75.3% |
| Admin fee / account holder | $478 | $4,094-88.3% | $6,424-92.6% | $5,650-91.5% |