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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 | $17,017 | $91,198-81.3% | $178,503-90.5% | $79,856-78.7% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-29.9pp |
| Annual return | 24.75% | 24.20%+0.6pp | 151.12%-126.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $202 | $3,257-93.8% | $5,011-96.0% | $2,471-91.8% |
| Participant deferral / active EE | $1,810 | $3,237-44.1% | $5,202-65.2% | $3,741-51.6% |
| Admin fee / account holder | $565 | $6,748-91.6% | $13,987-96.0% | $5,306-89.4% |