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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 | $75,541-89.6% | $152,093-94.9% | $82,637-90.5% |
| Participation rate | 40.6% | 66.5%-25.9pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 19.14% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $176 | $2,622-93.3% | $4,175-95.8% | $2,552-93.1% |
| Participant deferral / active EE | $969 | $3,206-69.8% | $5,451-82.2% | $4,126-76.5% |
| Admin fee / account holder | $437 | $6,405-93.2% | $14,497-97.0% | $7,339-94.0% |