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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 | $13,348 | $81,331-83.6% | $155,534-91.4% | $80,935-83.5% |
| Participation rate | 50.6% | 66.3%-15.7pp | 78.2%-27.6pp | 67.7%-17.1pp |
| Annual return | 15.16% | 33.37%-18.2pp | 64.92%-49.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $294 | $3,105-90.5% | $4,675-93.7% | $2,757-89.3% |
| Participant deferral / active EE | $2,378 | $3,454-31.1% | $5,630-57.8% | $4,299-44.7% |
| Admin fee / account holder | $959 | $7,999-88.0% | $15,900-94.0% | $6,924-86.1% |