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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 | $41,184 | $58,408-29.5% | $180,320-77.2% | $69,733-40.9% |
| Participation rate | 54.5% | 54.2%+0.3pp | 71.5%-17.1pp | 62.5%-8.0pp |
| Annual return | 14.30% | 15.02%-0.7pp | 778.54%-764.2pp | 15.22%-0.9pp |
| Employer contribution / active EE | $224 | $1,159-80.7% | $4,108-94.5% | $2,250-90.1% |
| Participant deferral / active EE | $1,246 | $2,723-54.2% | $4,304-71.1% | $3,054-59.2% |
| Admin fee / account holder | $1,650 | $4,205-60.8% | $10,000-83.5% | $3,102-46.8% |