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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 | $12,222 | $55,932-78.1% | $76,735-84.1% | $67,986-82.0% |
| Participation rate | 25.2% | 50.8%-25.6pp | 69.5%-44.3pp | 57.2%-32.0pp |
| Annual return | 15.31% | 23.10%-7.8pp | 29.77%-14.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $125 | $1,487-91.6% | $2,454-94.9% | $2,019-93.8% |
| Participant deferral / active EE | $921 | $2,558-64.0% | $4,088-77.5% | $3,358-72.6% |
| Admin fee / account holder | $1,432 | $4,907-70.8% | $7,189-80.1% | $3,203-55.3% |