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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 | $29,300 | $82,133-64.3% | $147,318-80.1% | $64,097-54.3% |
| Participation rate | 16.9% | 62.3%-45.3pp | 82.1%-65.1pp | 55.2%-38.3pp |
| Annual return | 17.59% | 78.78%-61.2pp | 70.43%-52.8pp | 34.64%-17.1pp |
| Employer contribution / active EE | $114 | $2,872-96.0% | $4,593-97.5% | $1,891-94.0% |
| Participant deferral / active EE | $1,380 | $5,407-74.5% | $7,906-82.5% | $3,080-55.2% |
| Admin fee / account holder | $3,637 | $3,730-2.5% | $13,708-73.5% | $3,454+5.3% |