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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 | $14,174 | $37,446-62.1% | $77,513-81.7% | $79,852-82.3% |
| Participation rate | 21.1% | 41.5%-20.4pp | 54.2%-33.1pp | 69.6%-48.5pp |
| Annual return | 32.60% | 39.76%-7.2pp | 54.81%-22.2pp | 31.72%+0.9pp |
| Employer contribution / active EE | $21 | $637-96.7% | $987-97.9% | $2,471-99.2% |
| Participant deferral / active EE | $604 | $1,261-52.1% | $1,861-67.5% | $3,740-83.9% |
| Admin fee / account holder | $301 | $2,506-88.0% | $2,859-89.5% | $5,306-94.3% |