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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 | $16,696 | $81,262-79.5% | $155,602-89.3% | $80,911-79.4% |
| Participation rate | 16.7% | 66.2%-49.6pp | 78.2%-61.5pp | 67.6%-51.0pp |
| Annual return | 28.51% | 33.34%-4.8pp | 64.81%-36.3pp | 35.63%-7.1pp |
| Employer contribution / active EE | $226 | $3,102-92.7% | $4,675-95.2% | $2,756-91.8% |
| Participant deferral / active EE | $1,434 | $3,451-58.5% | $5,629-74.5% | $4,297-66.6% |
| Admin fee / account holder | $817 | $7,992-89.8% | $15,923-94.9% | $6,935-88.2% |