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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 | $25,708 | $89,367-71.2% | $141,191-81.8% | $72,975-64.8% |
| Participation rate | 65.6% | 75.1%-9.6pp | 82.5%-16.9pp | 69.5%-3.9pp |
| Annual return | 24.10% | 111.87%-87.8pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $530 | $3,115-83.0% | $4,736-88.8% | $2,440-78.3% |
| Participant deferral / active EE | $5,779 | $5,419+6.7% | $6,710-13.9% | $3,608+60.2% |
| Admin fee / account holder | $1,335 | $5,957-77.6% | $10,264-87.0% | $5,124-74.0% |