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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 | $10,338 | $35,183-70.6% | $73,550-85.9% | $70,126-85.3% |
| Participation rate | 37.1% | 42.9%-5.8pp | 54.9%-17.8pp | 69.5%-32.4pp |
| Annual return | 25.06% | 26.90%-1.8pp | -15.16%+40.2pp | 73.15%-48.1pp |
| Employer contribution / active EE | $81 | $709-88.6% | $1,219-93.4% | $2,343-96.6% |
| Participant deferral / active EE | $571 | $1,220-53.2% | $1,804-68.4% | $3,332-82.9% |
| Admin fee / account holder | $569 | $2,302-75.3% | $2,320-75.5% | $4,645-87.8% |