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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 | $36,316 | $63,433-42.8% | $63,803-43.1% | $64,097-43.3% |
| Participation rate | 40.9% | 65.0%-24.1pp | 72.7%-31.8pp | 55.2%-14.3pp |
| Annual return | 18.44% | 20.74%-2.3pp | 543.72%-525.3pp | 34.64%-16.2pp |
| Employer contribution / active EE | $229 | $2,332-90.2% | $2,532-90.9% | $1,891-87.9% |
| Participant deferral / active EE | $1,167 | $3,119-62.6% | $3,843-69.6% | $3,080-62.1% |
| Admin fee / account holder | $3,289 | $1,489+120.8% | $5,196-36.7% | $3,454-4.8% |