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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 | $18,508 | $91,179-79.7% | $178,499-89.6% | $79,852-76.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 10.48% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $315 | $3,256-90.3% | $5,011-93.7% | $2,471-87.2% |
| Participant deferral / active EE | $1,221 | $3,236-62.3% | $5,202-76.5% | $3,740-67.4% |
| Admin fee / account holder | $666 | $6,749-90.1% | $13,986-95.2% | $5,306-87.5% |