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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 | $15,919 | $108,882-85.4% | $96,754-83.5% | $154,746-89.7% |
| Participation rate | 64.7% | 75.1%-10.4pp | 70.3%-5.6pp | 80.7%-16.0pp |
| Annual return | 10.55% | 98.39%-87.8pp | 82.04%-71.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $199 | $3,018-93.4% | $2,679-92.6% | $4,379-95.4% |
| Participant deferral / active EE | $1,501 | $5,323-71.8% | $4,758-68.5% | $6,730-77.7% |
| Admin fee / account holder | $2,046 | $10,200-79.9% | $8,905-77.0% | $14,365-85.8% |