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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 | $9,570 | $81,331-88.2% | $155,534-93.8% | $80,935-88.2% |
| Participation rate | 48.6% | 66.3%-17.7pp | 78.2%-29.6pp | 67.7%-19.1pp |
| Annual return | 22.11% | 33.37%-11.3pp | 64.92%-42.8pp | 35.66%-13.5pp |
| Employer contribution / active EE | $103 | $3,105-96.7% | $4,675-97.8% | $2,757-96.2% |
| Participant deferral / active EE | $3,307 | $3,454-4.3% | $5,630-41.3% | $4,299-23.1% |
| Admin fee / account holder | $1,402 | $7,999-82.5% | $15,900-91.2% | $6,924-79.8% |