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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 | $14,539 | $91,179-84.1% | $178,499-91.9% | $79,852-81.8% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 13.73% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $332 | $3,256-89.8% | $5,011-93.4% | $2,471-86.6% |
| Participant deferral / active EE | $1,269 | $3,236-60.8% | $5,202-75.6% | $3,740-66.1% |
| Admin fee / account holder | $340 | $6,749-95.0% | $13,986-97.6% | $5,306-93.6% |