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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 | $12,873 | $81,331-84.2% | $155,534-91.7% | $80,935-84.1% |
| Participation rate | 32.0% | 66.3%-34.3pp | 78.2%-46.2pp | 67.7%-35.7pp |
| Annual return | 20.01% | 33.37%-13.4pp | 64.92%-44.9pp | 35.66%-15.6pp |
| Employer contribution / active EE | $304 | $3,105-90.2% | $4,675-93.5% | $2,757-89.0% |
| Participant deferral / active EE | $1,893 | $3,454-45.2% | $5,630-66.4% | $4,299-56.0% |
| Admin fee / account holder | $727 | $7,999-90.9% | $15,900-95.4% | $6,924-89.5% |