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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 | $13,057 | $57,140-77.1% | $85,240-84.7% | $80,959-83.9% |
| Participation rate | 15.9% | 56.4%-40.5pp | 67.5%-51.6pp | 67.7%-51.7pp |
| Annual return | 10.89% | 21.71%-10.8pp | 66.75%-55.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $94 | $1,802-94.8% | $2,735-96.6% | $2,757-96.6% |
| Participant deferral / active EE | $945 | $3,115-69.7% | $4,527-79.1% | $4,300-78.0% |
| Admin fee / account holder | $1,799 | $4,992-64.0% | $6,165-70.8% | $6,925-74.0% |