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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 | $20,493 | $84,236-75.7% | $170,435-88.0% | $70,126-70.8% |
| Participation rate | 47.4% | 70.8%-23.5pp | 83.6%-36.2pp | 69.5%-22.2pp |
| Annual return | 22.81% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $329 | $3,387-90.3% | $5,432-93.9% | $2,343-85.9% |
| Participant deferral / active EE | $846 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $1,182 | $5,698-79.3% | $13,881-91.5% | $4,645-74.5% |