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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 | $12,818 | $88,996-85.6% | $78,004-83.6% | $138,895-90.8% |
| Participation rate | 23.1% | 74.4%-51.3pp | 69.4%-46.4pp | 79.9%-56.8pp |
| Annual return | 18.29% | 28.03%-9.7pp | 31.07%-12.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $355 | $2,917-87.8% | $2,469-85.6% | $4,194-91.5% |
| Participant deferral / active EE | $1,272 | $4,724-73.1% | $4,092-68.9% | $6,396-80.1% |
| Admin fee / account holder | $472 | $8,807-94.6% | $7,578-93.8% | $12,562-96.2% |