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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 | $10,393 | $37,156-72.0% | $83,854-87.6% | $86,983-88.1% |
| Participation rate | 31.4% | 49.1%-17.6pp | 59.1%-27.7pp | 69.5%-38.1pp |
| Annual return | 15.57% | 29.88%-14.3pp | 31.39%-15.8pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,813 | $1,418+27.9% | $2,035-10.9% | $4,194-56.8% |
| Admin fee / account holder | $1,286 | $2,510-48.8% | $3,197-59.8% | $7,856-83.6% |