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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 | $14,336 | $81,233-82.4% | $155,567-90.8% | $80,874-82.3% |
| Participation rate | 30.6% | 66.2%-35.7pp | 78.2%-47.6pp | 67.6%-37.1pp |
| Annual return | 12.17% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $309 | $3,101-90.0% | $4,674-93.4% | $2,756-88.8% |
| Participant deferral / active EE | $1,576 | $3,452-54.4% | $5,628-72.0% | $4,297-63.3% |
| Admin fee / account holder | $1,995 | $7,998-75.1% | $15,916-87.5% | $6,935-71.2% |