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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 | $22,399 | $63,845-64.9% | $81,370-72.5% | $80,959-72.3% |
| Participation rate | 22.9% | 63.9%-41.0pp | 69.5%-46.7pp | 67.7%-44.8pp |
| Annual return | 18.27% | 16.37%+1.9pp | 24.85%-6.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $373 | $1,980-81.1% | $2,464-84.9% | $2,757-86.5% |
| Participant deferral / active EE | $1,268 | $3,093-59.0% | $3,885-67.4% | $4,300-70.5% |
| Admin fee / account holder | $554 | $5,688-90.3% | $5,749-90.4% | $6,925-92.0% |