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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 | $13,802 | $81,331-83.0% | $155,534-91.1% | $80,935-82.9% |
| Participation rate | 48.6% | 66.3%-17.7pp | 78.2%-29.6pp | 67.7%-19.1pp |
| Annual return | 12.37% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $271 | $3,105-91.3% | $4,675-94.2% | $2,757-90.2% |
| Participant deferral / active EE | $1,666 | $3,454-51.8% | $5,630-70.4% | $4,299-61.2% |
| Admin fee / account holder | $767 | $7,999-90.4% | $15,900-95.2% | $6,924-88.9% |