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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 | $69,761 | $81,276-14.2% | $155,574-55.2% | $80,925-13.8% |
| Participation rate | 9.4% | 66.2%-56.9pp | 78.2%-68.8pp | 67.7%-58.3pp |
| Annual return | 16.23% | 33.36%-17.1pp | 64.87%-48.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $121 | $3,103-96.1% | $4,676-97.4% | $2,756-95.6% |
| Participant deferral / active EE | $973 | $3,453-71.8% | $5,629-82.7% | $4,299-77.4% |
| Admin fee / account holder | $895 | $7,993-88.8% | $15,914-94.4% | $6,940-87.1% |