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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 | $13,318 | $41,016-67.5% | $152,093-91.2% | $64,097-79.2% |
| Participation rate | 13.6% | 51.3%-37.7pp | 77.8%-64.1pp | 55.2%-41.6pp |
| Annual return | 21.84% | 39.60%-17.8pp | 66.36%-44.5pp | 34.64%-12.8pp |
| Employer contribution / active EE | $194 | $1,342-85.6% | $4,175-95.4% | $1,891-89.8% |
| Participant deferral / active EE | $703 | $1,927-63.5% | $5,451-87.1% | $3,080-77.2% |
| Admin fee / account holder | $916 | $2,305-60.2% | $14,497-93.7% | $3,454-73.5% |