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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 | $33,204 | $81,664-59.3% | $70,476-52.9% | $158,966-79.1% |
| Participation rate | 21.7% | 77.7%-56.0pp | 75.1%-53.3pp | 82.0%-60.2pp |
| Annual return | 5.96% | 208.59%-202.6pp | 109.12%-103.2pp | 302.95%-297.0pp |
| Employer contribution / active EE | $269 | $3,219-91.6% | $2,738-90.2% | $4,762-94.3% |
| Participant deferral / active EE | $1,257 | $4,556-72.4% | $3,710-66.1% | $5,983-79.0% |
| Admin fee / account holder | $477 | $6,197-92.3% | $3,847-87.6% | $11,250-95.8% |