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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 | $37,499 | $77,896-51.9% | $134,172-72.1% | $82,448-54.5% |
| Participation rate | 9.7% | 62.8%-53.1pp | 72.5%-62.8pp | 68.1%-58.4pp |
| Annual return | 20.50% | 18.21%+2.3pp | 25.30%-4.8pp | 41.64%-21.1pp |
| Employer contribution / active EE | $115 | $2,159-94.7% | $3,420-96.6% | $2,551-95.5% |
| Participant deferral / active EE | $1,369 | $3,162-56.7% | $4,690-70.8% | $4,139-66.9% |
| Admin fee / account holder | $678 | $6,336-89.3% | $12,016-94.4% | $7,234-90.6% |