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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 | $23,669 | $65,084-63.6% | $67,681-65.0% | $64,340-63.2% |
| Participation rate | 29.8% | 66.7%-37.0pp | 73.7%-44.0pp | 55.2%-25.5pp |
| Annual return | 25.18% | 20.50%+4.7pp | 590.58%-565.4pp | 24.14%+1.0pp |
| Employer contribution / active EE | $398 | $2,398-83.4% | $2,678-85.1% | $1,862-78.6% |
| Participant deferral / active EE | $1,281 | $3,210-60.1% | $3,976-67.8% | $2,980-57.0% |
| Admin fee / account holder | $724 | $1,415-48.8% | $6,100-88.1% | $3,703-80.4% |