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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 | $13,588 | $78,690-82.7% | $161,489-91.6% | $87,485-84.5% |
| Participation rate | 53.0% | 67.5%-14.4pp | 78.7%-25.7pp | 68.9%-15.9pp |
| Annual return | 17.52% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $80 | $2,588-96.9% | $4,268-98.1% | $2,596-96.9% |
| Participant deferral / active EE | $1,077 | $3,311-67.5% | $5,630-80.9% | $4,274-74.8% |
| Admin fee / account holder | $692 | $6,724-89.7% | $16,006-95.7% | $7,775-91.1% |