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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 | $15,324 | $65,712-76.7% | $57,196-73.2% | $273,972-94.4% |
| Participation rate | 45.8% | 78.3%-32.5pp | 75.3%-29.5pp | 83.0%-37.2pp |
| Annual return | 7.25% | 22.01%-14.8pp | 14.59%-7.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $36 | $3,280-98.9% | $2,683-98.7% | $4,869-99.3% |
| Participant deferral / active EE | $2,527 | $3,782-33.2% | $3,096-18.4% | $5,287-52.2% |
| Admin fee / account holder | $402 | $4,838-91.7% | $3,141-87.2% | $10,133-96.0% |