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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 | $24,792 | $91,198-72.8% | $178,503-86.1% | $79,856-69.0% |
| Participation rate | 48.8% | 69.2%-20.4pp | 81.9%-33.1pp | 69.6%-20.8pp |
| Annual return | 26.56% | 24.20%+2.4pp | 151.12%-124.6pp | 31.71%-5.1pp |
| Employer contribution / active EE | $214 | $3,257-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $2,283 | $3,237-29.5% | $5,202-56.1% | $3,741-39.0% |
| Admin fee / account holder | $821 | $6,748-87.8% | $13,987-94.1% | $5,306-84.5% |