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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 | $11,736 | $44,746-73.8% | $88,179-86.7% | $64,097-81.7% |
| Participation rate | 15.3% | 39.8%-24.5pp | 69.1%-53.9pp | 55.2%-39.9pp |
| Annual return | 17.06% | 24.70%-7.6pp | 64.97%-47.9pp | 34.64%-17.6pp |
| Employer contribution / active EE | $16 | $1,078-98.5% | $2,549-99.4% | $1,891-99.1% |
| Participant deferral / active EE | $483 | $2,072-76.7% | $4,614-89.5% | $3,080-84.3% |
| Admin fee / account holder | $613 | $3,437-82.2% | $7,673-92.0% | $3,454-82.3% |