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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 | $29,539 | $85,171-65.3% | $172,752-82.9% | $72,975-59.5% |
| Participation rate | 41.9% | 70.1%-28.1pp | 82.6%-40.7pp | 69.5%-27.6pp |
| Annual return | 16.17% | 27.32%-11.1pp | 802.97%-786.8pp | 81.01%-64.8pp |
| Employer contribution / active EE | $228 | $3,324-93.1% | $5,144-95.6% | $2,440-90.7% |
| Participant deferral / active EE | $1,461 | $3,260-55.2% | $5,198-71.9% | $3,608-59.5% |
| Admin fee / account holder | $12,628 | $5,880+114.8% | $13,955-9.5% | $5,124+146.4% |