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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 | $14,468 | $81,331-82.2% | $155,534-90.7% | $80,935-82.1% |
| Participation rate | 50.9% | 66.3%-15.3pp | 78.2%-27.3pp | 67.7%-16.8pp |
| Annual return | 17.56% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $333 | $3,105-89.3% | $4,675-92.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,378 | $3,454-60.1% | $5,630-75.5% | $4,299-67.9% |
| Admin fee / account holder | $1,311 | $7,999-83.6% | $15,900-91.8% | $6,924-81.1% |