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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 | $15,395 | $77,920-80.2% | $149,723-89.7% | $75,177-79.5% |
| Participation rate | 28.2% | 65.6%-37.4pp | 78.8%-50.6pp | 67.2%-39.0pp |
| Annual return | 15.13% | 31.72%-16.6pp | 134.50%-119.4pp | 160.75%-145.6pp |
| Employer contribution / active EE | $250 | $3,138-92.0% | $4,821-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $1,060 | $3,411-68.9% | $5,682-81.3% | $4,126-74.3% |
| Admin fee / account holder | $2,635 | $5,951-55.7% | $13,215-80.1% | $5,651-53.4% |