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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 | $11,889 | $60,442-80.3% | $96,754-87.7% | $87,485-86.4% |
| Participation rate | 68.0% | 58.7%+9.3pp | 70.3%-2.3pp | 68.9%-0.9pp |
| Annual return | 13.63% | 21.97%-8.3pp | 82.04%-68.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,156 | $3,280-64.8% | $4,758-75.7% | $4,274-73.0% |
| Admin fee / account holder | $1,468 | $5,069-71.0% | $8,905-83.5% | $7,775-81.1% |