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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 | $25,648 | $48,053-46.6% | $84,628-69.7% | $72,975-64.9% |
| Participation rate | 50.7% | 57.6%-6.9pp | 68.2%-17.5pp | 69.5%-18.8pp |
| Annual return | 24.53% | 37.39%-12.9pp | 258.80%-234.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $97 | $1,602-94.0% | $2,653-96.4% | $2,440-96.0% |
| Participant deferral / active EE | $1,515 | $2,681-43.5% | $3,900-61.1% | $3,608-58.0% |
| Admin fee / account holder | $785 | $3,395-76.9% | $4,914-84.0% | $5,124-84.7% |