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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 | $16,101 | $51,207-68.6% | $70,565-77.2% | $75,177-78.6% |
| Participation rate | 41.5% | 61.0%-19.5pp | 68.4%-26.9pp | 67.2%-25.7pp |
| Annual return | 21.75% | 30.05%-8.3pp | 32.79%-11.0pp | 160.75%-139.0pp |
| Employer contribution / active EE | $290 | $1,826-84.1% | $2,976-90.3% | $2,671-89.2% |
| Participant deferral / active EE | $1,344 | $2,850-52.8% | $4,568-70.6% | $4,126-67.4% |
| Admin fee / account holder | $445 | $4,097-89.1% | $6,430-93.1% | $5,651-92.1% |