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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 | $7,821 | $76,407-89.8% | $150,298-94.8% | $82,448-90.5% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 19.14% | 39.99%-20.9pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $176 | $2,614-93.3% | $4,154-95.8% | $2,551-93.1% |
| Participant deferral / active EE | $969 | $3,214-69.9% | $5,453-82.2% | $4,139-76.6% |
| Admin fee / account holder | $437 | $6,352-93.1% | $14,116-96.9% | $7,234-94.0% |