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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 | $15,892 | $77,638-79.5% | $156,551-89.8% | $62,881-74.7% |
| Participation rate | 43.2% | 71.2%-28.0pp | 84.0%-40.8pp | 69.3%-26.1pp |
| Annual return | 7.83% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $151 | $3,444-95.6% | $5,501-97.3% | $2,281-93.4% |
| Participant deferral / active EE | $1,383 | $3,046-54.6% | $4,871-71.6% | $3,203-56.8% |
| Admin fee / account holder | $1,243 | $5,561-77.7% | $13,028-90.5% | $4,296-71.1% |