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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 | $38,685 | $85,171-54.6% | $172,753-77.6% | $72,976-47.0% |
| Participation rate | 17.2% | 70.1%-52.9pp | 82.6%-65.5pp | 69.5%-52.3pp |
| Annual return | 25.22% | 27.32%-2.1pp | 803.00%-777.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $285 | $3,324-91.4% | $5,144-94.5% | $2,440-88.3% |
| Participant deferral / active EE | $1,093 | $3,260-66.5% | $5,198-79.0% | $3,608-69.7% |
| Admin fee / account holder | $474 | $5,880-91.9% | $13,956-96.6% | $5,124-90.7% |