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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 | $13,865 | $46,599-70.2% | $64,101-78.4% | $75,173-81.6% |
| Participation rate | 59.7% | 65.9%-6.2pp | 72.3%-12.6pp | 67.2%-7.5pp |
| Annual return | 18.60% | 26.06%-7.5pp | 33.72%-15.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $368 | $1,975-81.4% | $2,749-86.6% | $2,671-86.2% |
| Participant deferral / active EE | $901 | $2,837-68.2% | $3,881-76.8% | $4,126-78.2% |
| Admin fee / account holder | $1,216 | $2,956-58.9% | $3,070-60.4% | $5,651-78.5% |