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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 | $15,933 | $110,337-85.6% | $102,383-84.4% | $145,877-89.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 28.57% | 24.83%+3.7pp | 24.94%+3.6pp | 551.28%-522.7pp |
| Employer contribution / active EE | $678 | $4,216-83.9% | $3,870-82.5% | $4,663-85.5% |
| Participant deferral / active EE | $5,151 | $5,621-8.4% | $5,060+1.8% | $6,691-23.0% |
| Admin fee / account holder | $329 | $9,750-96.6% | $8,391-96.1% | $13,402-97.5% |