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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 | $17,209 | $51,736-66.7% | $120,225-85.7% | $67,986-74.7% |
| Participation rate | 25.6% | 46.1%-20.5pp | 69.6%-44.0pp | 57.2%-31.6pp |
| Annual return | 34.12% | 31.98%+2.1pp | 439.23%-405.1pp | 31.67%+2.5pp |
| Employer contribution / active EE | $213 | $1,071-80.2% | $3,475-93.9% | $2,019-89.5% |
| Participant deferral / active EE | $1,034 | $2,206-53.1% | $3,999-74.1% | $3,358-69.2% |
| Admin fee / account holder | $519 | $4,159-87.5% | $5,696-90.9% | $3,203-83.8% |