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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 | $17,881 | $75,541-76.3% | $152,093-88.2% | $82,637-78.4% |
| Participation rate | 19.6% | 66.5%-46.9pp | 77.8%-58.2pp | 68.1%-48.4pp |
| Annual return | 20.81% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $200 | $2,622-92.4% | $4,175-95.2% | $2,552-92.2% |
| Participant deferral / active EE | $1,044 | $3,206-67.4% | $5,451-80.8% | $4,126-74.7% |
| Admin fee / account holder | $1,456 | $6,405-77.3% | $14,497-90.0% | $7,339-80.2% |