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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 | $17,575 | $124,351-85.9% | $109,188-83.9% | $167,553-89.5% |
| Participation rate | 16.7% | 79.4%-62.8pp | 75.9%-59.2pp | 82.1%-65.4pp |
| Annual return | 32.75% | 26.04%+6.7pp | 25.76%+7.0pp | 478.89%-446.1pp |
| Employer contribution / active EE | $577 | $4,210-86.3% | $3,723-84.5% | $4,840-88.1% |
| Participant deferral / active EE | $2,474 | $5,257-52.9% | $4,654-46.8% | $6,343-61.0% |
| Admin fee / account holder | $878 | $7,975-89.0% | $6,755-87.0% | $12,316-92.9% |