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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 | $21,132 | $78,690-73.1% | $161,489-86.9% | $87,485-75.8% |
| Participation rate | 52.6% | 67.5%-14.8pp | 78.7%-26.1pp | 68.9%-16.3pp |
| Annual return | 12.96% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $153 | $2,588-94.1% | $4,268-96.4% | $2,596-94.1% |
| Participant deferral / active EE | $2,696 | $3,311-18.6% | $5,630-52.1% | $4,274-36.9% |
| Admin fee / account holder | $3,697 | $6,724-45.0% | $16,006-76.9% | $7,775-52.4% |