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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 | $27,707 | $95,415-71.0% | $185,851-85.1% | $85,851-67.7% |
| Participation rate | 39.4% | 68.8%-29.3pp | 81.7%-42.3pp | 69.3%-29.9pp |
| Annual return | 30.57% | 23.59%+7.0pp | 122.11%-91.5pp | 318.63%-288.1pp |
| Employer contribution / active EE | $171 | $3,314-94.8% | $5,168-96.7% | $2,565-93.3% |
| Participant deferral / active EE | $2,031 | $3,424-40.7% | $5,569-63.5% | $3,952-48.6% |
| Admin fee / account holder | $1,852 | $7,215-74.3% | $16,245-88.6% | $6,261-70.4% |