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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 | $21,696 | $54,757-60.4% | $90,304-76.0% | $72,975-70.3% |
| Participation rate | 13.3% | 65.2%-51.8pp | 73.3%-59.9pp | 69.5%-56.2pp |
| Annual return | 27.09% | 30.63%-3.5pp | 78.13%-51.0pp | 81.01%-53.9pp |
| Employer contribution / active EE | $111 | $2,093-94.7% | $2,855-96.1% | $2,440-95.4% |
| Participant deferral / active EE | $1,035 | $2,887-64.2% | $3,885-73.4% | $3,608-71.3% |
| Admin fee / account holder | $1,198 | $3,973-69.8% | $5,354-77.6% | $5,124-76.6% |