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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 | $9,630 | $55,930-82.8% | $76,089-87.3% | $80,925-88.1% |
| Participation rate | 23.4% | 62.1%-38.6pp | 69.1%-45.7pp | 67.7%-44.3pp |
| Annual return | 14.71% | 20.58%-5.9pp | 360.94%-346.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $381 | $1,866-79.6% | $2,690-85.8% | $2,756-86.2% |
| Participant deferral / active EE | $1,021 | $3,051-66.5% | $4,259-76.0% | $4,299-76.3% |
| Admin fee / account holder | $1,117 | $5,241-78.7% | $6,418-82.6% | $6,940-83.9% |