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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 | $33,680 | $93,345-63.9% | $119,126-71.7% | $87,485-61.5% |
| Participation rate | 41.9% | 68.7%-26.8pp | 75.8%-33.8pp | 68.9%-27.0pp |
| Annual return | 20.63% | 19.08%+1.6pp | 282.11%-261.5pp | 26.06%-5.4pp |
| Employer contribution / active EE | $280 | $3,172-91.2% | $4,034-93.1% | $2,596-89.2% |
| Participant deferral / active EE | $2,300 | $4,099-43.9% | $5,318-56.7% | $4,274-46.2% |
| Admin fee / account holder | $587 | $8,039-92.7% | $10,693-94.5% | $7,775-92.5% |