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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 | $25,479 | $98,776-74.2% | $149,745-83.0% | $79,856-68.1% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.5%-41.1pp | 69.6%-28.3pp |
| Annual return | 14.12% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $565 | $3,217-82.4% | $4,646-87.8% | $2,471-77.1% |
| Participant deferral / active EE | $4,046 | $5,681-28.8% | $6,843-40.9% | $3,741+8.2% |
| Admin fee / account holder | $2,537 | $6,053-58.1% | $9,312-72.8% | $5,306-52.2% |