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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 | $15,801 | $49,249-67.9% | $70,476-77.6% | $79,852-80.2% |
| Participation rate | 34.5% | 69.2%-34.7pp | 75.1%-40.6pp | 69.6%-35.2pp |
| Annual return | 20.57% | 30.09%-9.5pp | 109.12%-88.5pp | 31.72%-11.2pp |
| Employer contribution / active EE | $143 | $2,100-93.2% | $2,738-94.8% | $2,471-94.2% |
| Participant deferral / active EE | $1,819 | $2,769-34.3% | $3,710-51.0% | $3,740-51.4% |
| Admin fee / account holder | $1,163 | $2,878-59.6% | $3,847-69.8% | $5,306-78.1% |