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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 | $63,433-62.1% | $63,803-62.3% | $64,097-62.5% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 55.2%+5.6pp |
| Annual return | 11.77% | 20.74%-9.0pp | 543.72%-532.0pp | 34.64%-22.9pp |
| Employer contribution / active EE | $413 | $2,332-82.3% | $2,532-83.7% | $1,891-78.2% |
| Participant deferral / active EE | $2,341 | $3,119-24.9% | $3,843-39.1% | $3,080-24.0% |
| Admin fee / account holder | $1,236 | $1,489-17.0% | $5,196-76.2% | $3,454-64.2% |