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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 | $14,461 | $77,638-81.4% | $156,551-90.8% | $62,881-77.0% |
| Participation rate | 50.8% | 71.2%-20.4pp | 84.0%-33.2pp | 69.3%-18.5pp |
| Annual return | 4.81% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $259 | $3,444-92.5% | $5,501-95.3% | $2,281-88.6% |
| Participant deferral / active EE | $934 | $3,046-69.3% | $4,871-80.8% | $3,203-70.8% |
| Admin fee / account holder | $2,534 | $5,561-54.4% | $13,028-80.6% | $4,296-41.0% |