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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 | $15,826 | $54,757-71.1% | $90,304-82.5% | $72,975-78.3% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 22.48% | 30.63%-8.2pp | 78.13%-55.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $129 | $2,093-93.8% | $2,855-95.5% | $2,440-94.7% |
| Participant deferral / active EE | $3,653 | $2,887+26.5% | $3,885-6.0% | $3,608+1.3% |
| Admin fee / account holder | $901 | $3,973-77.3% | $5,354-83.2% | $5,124-82.4% |