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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 | $19,388 | $43,496-55.4% | $161,489-88.0% | $64,340-69.9% |
| Participation rate | 24.3% | 53.5%-29.2pp | 78.7%-54.4pp | 55.2%-30.9pp |
| Annual return | 18.19% | 20.76%-2.6pp | 89.72%-71.5pp | 24.14%-6.0pp |
| Employer contribution / active EE | $250 | $1,431-82.6% | $4,268-94.2% | $1,862-86.6% |
| Participant deferral / active EE | $939 | $1,996-53.0% | $5,630-83.3% | $2,980-68.5% |
| Admin fee / account holder | $5,070 | $2,330+117.6% | $16,006-68.3% | $3,703+36.9% |