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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 | $16,361 | $59,839-72.7% | $81,991-80.0% | $79,852-79.5% |
| Participation rate | 51.1% | 61.6%-10.5pp | 69.3%-18.1pp | 69.6%-18.5pp |
| Annual return | 16.26% | 17.56%-1.3pp | 41.31%-25.1pp | 31.72%-15.5pp |
| Employer contribution / active EE | $20 | $1,713-98.8% | $2,498-99.2% | $2,471-99.2% |
| Participant deferral / active EE | $1,508 | $2,695-44.0% | $3,722-59.5% | $3,740-59.7% |
| Admin fee / account holder | $2,747 | $4,287-35.9% | $5,665-51.5% | $5,306-48.2% |