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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 | $15,721 | $59,839-73.7% | $81,988-80.8% | $79,858-80.3% |
| Participation rate | 65.9% | 61.6%+4.2pp | 69.3%-3.4pp | 69.6%-3.8pp |
| Annual return | 16.95% | 17.56%-0.6pp | 41.31%-24.4pp | 31.72%-14.8pp |
| Employer contribution / active EE | $43 | $1,713-97.5% | $2,498-98.3% | $2,471-98.3% |
| Participant deferral / active EE | $1,430 | $2,695-46.9% | $3,722-61.6% | $3,740-61.8% |
| Admin fee / account holder | $1,068 | $4,287-75.1% | $5,665-81.1% | $5,306-79.9% |