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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 | $16,382 | $50,761-67.7% | $94,105-82.6% | $71,012-76.9% |
| Participation rate | 12.5% | 52.1%-39.6pp | 71.9%-59.4pp | 58.6%-46.1pp |
| Annual return | 18.78% | 18.04%+0.7pp | 204.55%-185.8pp | 37.67%-18.9pp |
| Employer contribution / active EE | $89 | $1,457-93.9% | $2,504-96.5% | $2,348-96.2% |
| Participant deferral / active EE | $562 | $2,527-77.8% | $3,881-85.5% | $3,246-82.7% |
| Admin fee / account holder | $2,269 | $653+247.4% | $6,199-63.4% | $1,167+94.4% |