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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 | $15,550 | $84,236-81.5% | $170,435-90.9% | $70,126-77.8% |
| Participation rate | 41.7% | 70.8%-29.2pp | 83.6%-41.9pp | 69.5%-27.9pp |
| Annual return | 16.45% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $104 | $3,387-96.9% | $5,432-98.1% | $2,343-95.5% |
| Participant deferral / active EE | $1,074 | $3,086-65.2% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $403 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |