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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 | $81,331-82.4% | $155,534-90.8% | $80,935-82.3% |
| Participation rate | 30.6% | 66.3%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 12.17% | 33.37%-21.2pp | 64.92%-52.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $309 | $3,105-90.0% | $4,675-93.4% | $2,757-88.8% |
| Participant deferral / active EE | $1,576 | $3,454-54.4% | $5,630-72.0% | $4,299-63.4% |
| Admin fee / account holder | $1,995 | $7,999-75.1% | $15,900-87.5% | $6,924-71.2% |