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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 | $15,489 | $59,123-73.8% | $77,183-79.9% | $75,181-79.4% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.6%-36.2pp | 67.2%-33.9pp |
| Annual return | 18.25% | 26.72%-8.5pp | 37.89%-19.6pp | 160.69%-142.4pp |
| Employer contribution / active EE | $290 | $1,996-85.5% | $2,534-88.5% | $2,671-89.1% |
| Participant deferral / active EE | $1,873 | $2,999-37.6% | $3,833-51.1% | $4,126-54.6% |
| Admin fee / account holder | $867 | $4,776-81.8% | $5,475-84.2% | $5,650-84.6% |