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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 | $21,539 | $51,202-57.9% | $70,548-69.5% | $75,181-71.3% |
| Participation rate | 15.2% | 61.0%-45.8pp | 68.3%-53.2pp | 67.2%-52.0pp |
| Annual return | 16.04% | 30.05%-14.0pp | 32.78%-16.7pp | 160.69%-144.6pp |
| Employer contribution / active EE | $257 | $1,827-86.0% | $2,975-91.4% | $2,671-90.4% |
| Participant deferral / active EE | $1,537 | $2,850-46.1% | $4,567-66.3% | $4,126-62.7% |
| Admin fee / account holder | $957 | $4,094-76.6% | $6,424-85.1% | $5,650-83.1% |