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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 | $23,670 | $77,638-69.5% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 36.7% | 71.2%-34.5pp | 84.0%-47.3pp | 69.3%-32.6pp |
| Annual return | 6.04% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $289 | $3,444-91.6% | $5,501-94.7% | $2,281-87.3% |
| Participant deferral / active EE | $1,536 | $3,046-49.6% | $4,871-68.5% | $3,203-52.1% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |