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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 | $17,515 | $49,896-64.9% | $80,627-78.3% | $75,173-76.7% |
| Participation rate | 58.2% | 55.3%+2.9pp | 67.0%-8.8pp | 67.2%-9.0pp |
| Annual return | 18.38% | 34.67%-16.3pp | 936.76%-918.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $171 | $1,699-89.9% | $2,723-93.7% | $2,671-93.6% |
| Participant deferral / active EE | $1,720 | $2,992-42.5% | $4,443-61.3% | $4,126-58.3% |
| Admin fee / account holder | $303 | $3,578-91.5% | $5,381-94.4% | $5,651-94.6% |