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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 | $11,974 | $25,014-52.1% | $69,632-82.8% | $80,959-85.2% |
| Participation rate | 57.7% | 64.2%-6.5pp | 66.4%-8.7pp | 67.7%-10.0pp |
| Annual return | 17.28% | 19.08%-1.8pp | 101.32%-84.0pp | 35.67%-18.4pp |
| Employer contribution / active EE | $242 | $991-75.6% | $1,708-85.9% | $2,757-91.2% |
| Participant deferral / active EE | $2,215 | $1,840+20.4% | $2,889-23.3% | $4,300-48.5% |
| Admin fee / account holder | $943 | $2,491-62.1% | $4,695-79.9% | $6,925-86.4% |