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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 | $10,351 | $46,596-77.8% | $64,099-83.9% | $75,181-86.2% |
| Participation rate | 46.5% | 65.9%-19.4pp | 72.3%-25.8pp | 67.2%-20.7pp |
| Annual return | 19.39% | 26.04%-6.7pp | 33.70%-14.3pp | 160.69%-141.3pp |
| Employer contribution / active EE | $230 | $1,975-88.4% | $2,748-91.6% | $2,671-91.4% |
| Participant deferral / active EE | $1,108 | $2,837-61.0% | $3,881-71.5% | $4,126-73.1% |
| Admin fee / account holder | $1,976 | $2,954-33.1% | $3,070-35.6% | $5,650-65.0% |