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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 | $37,514 | $80,781-53.6% | $102,437-63.4% | $74,478-49.6% |
| Participation rate | 37.4% | 65.7%-28.2pp | 74.5%-37.1pp | 67.2%-29.8pp |
| Annual return | 20.76% | 27.58%-6.8pp | 24.95%-4.2pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $223 | $3,160-93.0% | $3,871-94.2% | $2,626-91.5% |
| Participant deferral / active EE | $1,896 | $3,862-50.9% | $5,060-62.5% | $4,350-56.4% |
| Admin fee / account holder | $7,169 | $2,372+202.2% | $8,388-14.5% | $1,946+268.4% |