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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 | $16,363 | $107,733-84.8% | $92,985-82.4% | $154,746-89.4% |
| Participation rate | 62.5% | 74.6%-12.1pp | 69.5%-7.0pp | 80.7%-18.2pp |
| Annual return | 12.82% | 30.39%-17.6pp | 27.99%-15.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $24 | $3,126-99.2% | $2,662-99.1% | $4,379-99.4% |
| Participant deferral / active EE | $3,072 | $5,053-39.2% | $4,377-29.8% | $6,730-54.4% |
| Admin fee / account holder | $482 | $11,369-95.8% | $9,463-94.9% | $14,365-96.6% |