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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 | $20,924 | $52,884-60.4% | $84,753-75.3% | $55,167-62.1% |
| Participation rate | 68.5% | 67.5%+1.0pp | 76.6%-8.1pp | 69.0%-0.5pp |
| Annual return | 5.03% | 18.03%-13.0pp | 22.78%-17.8pp | 169.23%-164.2pp |
| Employer contribution / active EE | $390 | $2,233-82.6% | $3,574-89.1% | $1,963-80.1% |
| Participant deferral / active EE | $1,864 | $2,644-29.5% | $3,712-49.8% | $3,054-39.0% |
| Admin fee / account holder | $1,019 | $581+75.5% | $5,333-80.9% | $504+102.2% |