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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 | $18,952 | $88,996-78.7% | $78,004-75.7% | $138,895-86.4% |
| Participation rate | 40.9% | 74.4%-33.5pp | 69.4%-28.5pp | 79.9%-39.0pp |
| Annual return | 28.42% | 28.03%+0.4pp | 31.07%-2.7pp | 145.39%-117.0pp |
| Employer contribution / active EE | $503 | $2,917-82.8% | $2,469-79.6% | $4,194-88.0% |
| Participant deferral / active EE | $3,614 | $4,724-23.5% | $4,092-11.7% | $6,396-43.5% |
| Admin fee / account holder | $578 | $8,807-93.4% | $7,578-92.4% | $12,562-95.4% |