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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 | $79,894-53.1% | $135,792-72.4% | $82,637-54.6% |
| Participation rate | 9.7% | 63.0%-53.3pp | 72.6%-62.9pp | 68.1%-58.4pp |
| Annual return | 20.50% | 17.20%+3.3pp | 25.96%-5.5pp | 53.51%-33.0pp |
| Employer contribution / active EE | $115 | $2,165-94.7% | $3,496-96.7% | $2,552-95.5% |
| Participant deferral / active EE | $1,369 | $3,194-57.1% | $4,759-71.2% | $4,126-66.8% |
| Admin fee / account holder | $678 | $6,434-89.5% | $12,266-94.5% | $7,339-90.8% |