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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 | $53,003 | $84,236-37.1% | $170,435-68.9% | $70,126-24.4% |
| Participation rate | 24.6% | 70.8%-46.2pp | 83.6%-59.0pp | 69.5%-45.0pp |
| Annual return | 16.71% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $134 | $3,387-96.1% | $5,432-97.5% | $2,343-94.3% |
| Participant deferral / active EE | $855 | $3,086-72.3% | $4,939-82.7% | $3,332-74.3% |
| Admin fee / account holder | $2,270 | $5,698-60.2% | $13,881-83.6% | $4,645-51.1% |