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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 | $17,400 | $81,262-78.6% | $155,602-88.8% | $80,911-78.5% |
| Participation rate | 36.4% | 66.2%-29.9pp | 78.2%-41.8pp | 67.6%-31.3pp |
| Annual return | 25.93% | 33.34%-7.4pp | 64.81%-38.9pp | 35.63%-9.7pp |
| Employer contribution / active EE | $209 | $3,102-93.3% | $4,675-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $1,437 | $3,451-58.4% | $5,629-74.5% | $4,297-66.6% |
| Admin fee / account holder | $2,140 | $7,992-73.2% | $15,923-86.6% | $6,935-69.1% |