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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 | $19,304 | $78,690-75.5% | $161,489-88.0% | $87,485-77.9% |
| Participation rate | 19.4% | 67.5%-48.1pp | 78.7%-59.3pp | 68.9%-49.6pp |
| Annual return | 17.69% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $293 | $2,588-88.7% | $4,268-93.1% | $2,596-88.7% |
| Participant deferral / active EE | $1,063 | $3,311-67.9% | $5,630-81.1% | $4,274-75.1% |
| Admin fee / account holder | $549 | $6,724-91.8% | $16,006-96.6% | $7,775-92.9% |