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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 | $37,372 | $89,367-58.2% | $141,191-73.5% | $72,975-48.8% |
| Participation rate | 19.3% | 75.1%-55.8pp | 82.5%-63.2pp | 69.5%-50.2pp |
| Annual return | 24.34% | 111.87%-87.5pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $584 | $3,115-81.2% | $4,736-87.7% | $2,440-76.1% |
| Participant deferral / active EE | $2,341 | $5,419-56.8% | $6,710-65.1% | $3,608-35.1% |
| Admin fee / account holder | $304 | $5,957-94.9% | $10,264-97.0% | $5,124-94.1% |