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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 | $8,488 | $51,638-83.6% | $68,368-87.6% | $82,448-89.7% |
| Participation rate | 54.8% | 63.6%-8.8pp | 73.8%-19.0pp | 68.1%-13.3pp |
| Annual return | 14.71% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $146 | $2,047-92.9% | $2,649-94.5% | $2,551-94.3% |
| Participant deferral / active EE | $1,083 | $2,914-62.8% | $4,123-73.7% | $4,139-73.8% |
| Admin fee / account holder | $2,059 | $4,643-55.7% | $5,150-60.0% | $7,234-71.5% |