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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 | $16,618 | $45,626-63.6% | $94,105-82.3% | $64,097-74.1% |
| Participation rate | 41.1% | 48.0%-6.9pp | 71.9%-30.8pp | 55.2%-14.1pp |
| Annual return | 19.27% | 28.23%-9.0pp | 204.55%-185.3pp | 34.64%-15.4pp |
| Employer contribution / active EE | $245 | $1,171-79.0% | $2,504-90.2% | $1,891-87.0% |
| Participant deferral / active EE | $985 | $2,128-53.7% | $3,881-74.6% | $3,080-68.0% |
| Admin fee / account holder | $500 | $2,872-82.6% | $6,199-91.9% | $3,454-85.5% |