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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 | $16,875 | $57,119-70.5% | $85,187-80.2% | $80,935-79.1% |
| Participation rate | 30.6% | 56.4%-25.8pp | 67.5%-36.9pp | 67.7%-37.0pp |
| Annual return | 15.05% | 21.70%-6.7pp | 66.67%-51.6pp | 35.66%-20.6pp |
| Employer contribution / active EE | $261 | $1,802-85.5% | $2,732-90.5% | $2,757-90.5% |
| Participant deferral / active EE | $1,219 | $3,115-60.9% | $4,525-73.1% | $4,299-71.7% |
| Admin fee / account holder | $1,368 | $4,990-72.6% | $6,162-77.8% | $6,924-80.2% |