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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 | $22,078 | $84,236-73.8% | $170,435-87.0% | $70,126-68.5% |
| Participation rate | 50.7% | 70.8%-20.1pp | 83.6%-32.9pp | 69.5%-18.8pp |
| Annual return | 21.49% | 23.06%-1.6pp | 205.94%-184.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $318 | $3,387-90.6% | $5,432-94.1% | $2,343-86.4% |
| Participant deferral / active EE | $1,713 | $3,086-44.5% | $4,939-65.3% | $3,332-48.6% |
| Admin fee / account holder | $421 | $5,698-92.6% | $13,881-97.0% | $4,645-90.9% |