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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 | $28,923 | $175,036-83.5% | $93,063-68.9% | - |
| Participation rate | 38.4% | 60.2%-21.8pp | 72.1%-33.7pp | - |
| Annual return | 18.97% | 15.04%+3.9pp | 34.15%-15.2pp | - |
| Employer contribution / active EE | -$9 | $1,949-100.4% | $2,476-100.4% | - |
| Participant deferral / active EE | $2,381 | $3,720-36.0% | $3,958-39.8% | - |
| Admin fee / account holder | $4,392 | $23,923-81.6% | $6,033-27.2% | - |