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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 | $19,355 | $112,596-82.8% | $152,301-87.3% | $64,728-70.1% |
| Participation rate | 19.2% | 63.6%-44.4pp | 82.4%-63.2pp | 57.9%-38.7pp |
| Annual return | 40.43% | 23.76%+16.7pp | 80.50%-40.1pp | 49.38%-8.9pp |
| Employer contribution / active EE | $99 | $3,716-97.3% | $4,624-97.9% | $2,243-95.6% |
| Participant deferral / active EE | $762 | $6,075-87.5% | $8,004-90.5% | $2,729-72.1% |
| Admin fee / account holder | $1,588 | $996+59.4% | $14,398-89.0% | $1,145+38.7% |