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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 | $33,660 | $53,128-36.6% | $86,582-61.1% | $70,126-52.0% |
| Participation rate | 29.3% | 65.3%-36.0pp | 73.5%-44.3pp | 69.5%-40.3pp |
| Annual return | 20.54% | 27.66%-7.1pp | 965.08%-944.5pp | 73.15%-52.6pp |
| Employer contribution / active EE | $181 | $2,068-91.3% | $2,839-93.6% | $2,343-92.3% |
| Participant deferral / active EE | $1,596 | $2,695-40.8% | $3,609-55.8% | $3,332-52.1% |
| Admin fee / account holder | $931 | $3,584-74.0% | $4,904-81.0% | $4,645-80.0% |