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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 | $81,233-84.2% | $155,567-91.7% | $80,874-84.1% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 20.01% | 33.33%-13.3pp | 64.74%-44.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $304 | $3,101-90.2% | $4,674-93.5% | $2,756-89.0% |
| Participant deferral / active EE | $1,893 | $3,452-45.2% | $5,628-66.4% | $4,297-55.9% |
| Admin fee / account holder | $727 | $7,998-90.9% | $15,916-95.4% | $6,935-89.5% |