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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 | $30,443 | $55,902-45.5% | $76,030-60.0% | $80,959-62.4% |
| Participation rate | 46.7% | 62.1%-15.4pp | 69.1%-22.4pp | 67.7%-21.0pp |
| Annual return | 13.92% | 20.59%-6.7pp | 361.54%-347.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $70 | $1,867-96.2% | $2,688-97.4% | $2,757-97.5% |
| Participant deferral / active EE | $1,844 | $3,051-39.6% | $4,257-56.7% | $4,300-57.1% |
| Admin fee / account holder | $2,103 | $5,239-59.9% | $6,421-67.2% | $6,925-69.6% |