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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 | $17,096 | $84,236-79.7% | $170,439-90.0% | $70,124-75.6% |
| Participation rate | 45.9% | 70.8%-24.9pp | 83.6%-37.7pp | 69.5%-23.6pp |
| Annual return | 16.06% | 23.06%-7.0pp | 205.94%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $129 | $3,387-96.2% | $5,433-97.6% | $2,342-94.5% |
| Participant deferral / active EE | $1,565 | $3,086-49.3% | $4,939-68.3% | $3,332-53.0% |
| Admin fee / account holder | $486 | $5,698-91.5% | $13,881-96.5% | $4,645-89.5% |