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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 | $9,239 | $75,541-87.8% | $152,093-93.9% | $82,637-88.8% |
| Participation rate | 40.8% | 66.5%-25.7pp | 77.8%-36.9pp | 68.1%-27.2pp |
| Annual return | 17.87% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $197 | $2,622-92.5% | $4,175-95.3% | $2,552-92.3% |
| Participant deferral / active EE | $900 | $3,206-71.9% | $5,451-83.5% | $4,126-78.2% |
| Admin fee / account holder | $1,135 | $6,405-82.3% | $14,497-92.2% | $7,339-84.5% |