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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 | $9,617 | $58,627-83.6% | $76,735-87.5% | $82,448-88.3% |
| Participation rate | 61.7% | 63.2%-1.5pp | 69.5%-7.8pp | 68.1%-6.4pp |
| Annual return | 15.03% | 39.10%-24.1pp | 29.77%-14.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $38 | $1,729-97.8% | $2,454-98.5% | $2,551-98.5% |
| Participant deferral / active EE | $1,691 | $3,134-46.0% | $4,088-58.6% | $4,139-59.2% |
| Admin fee / account holder | $3,235 | $5,323-39.2% | $7,189-55.0% | $7,234-55.3% |