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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 | $39,045 | $84,236-53.6% | $170,435-77.1% | $70,126-44.3% |
| Participation rate | 44.3% | 70.8%-26.5pp | 83.6%-39.3pp | 69.5%-25.3pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $217 | $3,387-93.6% | $5,432-96.0% | $2,343-90.7% |
| Participant deferral / active EE | $1,493 | $3,086-51.6% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $1,834 | $5,698-67.8% | $13,881-86.8% | $4,645-60.5% |