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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 | $23,804 | $64,705-63.2% | $62,929-62.2% | $67,986-65.0% |
| Participation rate | 28.9% | 65.6%-36.7pp | 73.1%-44.2pp | 57.2%-28.3pp |
| Annual return | 17.81% | 20.31%-2.5pp | 1063.93%-1046.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $393 | $2,376-83.5% | $2,505-84.3% | $2,019-80.5% |
| Participant deferral / active EE | $986 | $3,198-69.2% | $3,888-74.6% | $3,358-70.6% |
| Admin fee / account holder | $1,581 | $1,428+10.7% | $5,065-68.8% | $3,203-50.6% |