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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 | $66,573 | $61,356+8.5% | $149,696-55.5% | $71,511-6.9% |
| Participation rate | 25.6% | 62.5%-36.9pp | 78.8%-53.2pp | 67.9%-42.3pp |
| Annual return | 13.22% | 35.86%-22.6pp | 134.46%-121.2pp | 28.86%-15.6pp |
| Employer contribution / active EE | $17 | $2,382-99.3% | $4,821-99.7% | $2,589-99.4% |
| Participant deferral / active EE | $1,685 | $2,920-42.3% | $5,682-70.4% | $4,291-60.7% |
| Admin fee / account holder | $9,693 | $1,263+667.3% | $13,212-26.6% | $1,588+510.2% |