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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 | $57,061-77.1% | $85,063-84.6% | $80,911-83.9% |
| Participation rate | 15.9% | 56.3%-40.4pp | 67.5%-51.6pp | 67.6%-51.7pp |
| Annual return | 10.89% | 21.66%-10.8pp | 66.54%-55.7pp | 35.63%-24.7pp |
| Employer contribution / active EE | $94 | $1,799-94.8% | $2,727-96.6% | $2,756-96.6% |
| Participant deferral / active EE | $945 | $3,110-69.6% | $4,523-79.1% | $4,297-78.0% |
| Admin fee / account holder | $1,799 | $4,986-63.9% | $6,155-70.8% | $6,935-74.1% |