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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 | $22,866 | $77,901-70.6% | $149,717-84.7% | $75,181-69.6% |
| Participation rate | 40.7% | 65.6%-24.8pp | 78.8%-38.0pp | 67.2%-26.5pp |
| Annual return | 15.59% | 31.73%-16.1pp | 134.41%-118.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $273 | $3,137-91.3% | $4,820-94.3% | $2,671-89.8% |
| Participant deferral / active EE | $2,134 | $3,411-37.4% | $5,682-62.4% | $4,126-48.3% |
| Admin fee / account holder | $2,370 | $5,949-60.2% | $13,213-82.1% | $5,650-58.0% |