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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 | $16,787 | $43,749-61.6% | $158,223-89.4% | $65,306-74.3% |
| Participation rate | 9.6% | 56.9%-47.3pp | 79.2%-69.6pp | 57.7%-48.1pp |
| Annual return | 17.67% | 19.41%-1.7pp | 52.09%-34.4pp | 21.94%-4.3pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $936 | $2,019-53.6% | $5,467-82.9% | $2,959-68.4% |
| Admin fee / account holder | $1,144 | $1,930-40.7% | $16,047-92.9% | $3,480-67.1% |