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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 | $25,142 | $65,390-61.6% | $169,385-85.2% | $71,495-64.8% |
| Participation rate | 38.0% | 67.0%-29.0pp | 77.2%-39.2pp | 67.9%-30.0pp |
| Annual return | 18.75% | 21.31%-2.6pp | 405.82%-387.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $479 | $2,079-77.0% | $4,012-88.1% | $2,589-81.5% |
| Participant deferral / active EE | $2,200 | $4,367-49.6% | $6,221-64.6% | $4,291-48.7% |
| Admin fee / account holder | $844 | $1,324-36.3% | $9,011-90.6% | $1,588-46.9% |