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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 | $14,587 | $45,343-67.8% | $150,298-90.3% | $67,986-78.5% |
| Participation rate | 18.9% | 51.9%-33.0pp | 77.8%-58.9pp | 57.2%-38.3pp |
| Annual return | 18.82% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $71 | $1,462-95.1% | $4,154-98.3% | $2,019-96.5% |
| Participant deferral / active EE | $679 | $2,055-67.0% | $5,453-87.6% | $3,358-79.8% |
| Admin fee / account holder | $2,197 | $2,250-2.3% | $14,116-84.4% | $3,203-31.4% |