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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 | $19,361 | $84,953-77.2% | $163,379-88.1% | $82,637-76.6% |
| Participation rate | 25.8% | 65.9%-40.1pp | 76.8%-51.0pp | 68.1%-42.2pp |
| Annual return | 16.07% | 23.07%-7.0pp | 63.41%-47.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $117 | $2,183-94.6% | $3,752-96.9% | $2,552-95.4% |
| Participant deferral / active EE | $1,543 | $4,326-64.3% | $6,282-75.4% | $4,126-62.6% |
| Admin fee / account holder | $711 | $7,921-91.0% | $9,818-92.8% | $7,339-90.3% |