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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 | $30,449 | $64,705-52.9% | $62,929-51.6% | $67,986-55.2% |
| Participation rate | 26.8% | 65.6%-38.8pp | 73.1%-46.3pp | 57.2%-30.4pp |
| Annual return | 14.74% | 20.31%-5.6pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $162 | $2,376-93.2% | $2,505-93.5% | $2,019-92.0% |
| Participant deferral / active EE | $1,608 | $3,198-49.7% | $3,888-58.6% | $3,358-52.1% |
| Admin fee / account holder | $1,009 | $1,428-29.3% | $5,065-80.1% | $3,203-68.5% |