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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 | $24,033 | $64,705-62.9% | $62,929-61.8% | $67,986-64.7% |
| Participation rate | 60.7% | 65.6%-4.8pp | 73.1%-12.4pp | 57.2%+3.5pp |
| Annual return | 11.77% | 20.31%-8.5pp | 1063.93%-1052.2pp | 31.67%-19.9pp |
| Employer contribution / active EE | $413 | $2,376-82.6% | $2,505-83.5% | $2,019-79.6% |
| Participant deferral / active EE | $2,341 | $3,198-26.8% | $3,888-39.8% | $3,358-30.3% |
| Admin fee / account holder | $1,236 | $1,428-13.5% | $5,065-75.6% | $3,203-61.4% |