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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 | $25,722 | $50,554-49.1% | $67,681-62.0% | $87,485-70.6% |
| Participation rate | 37.5% | 67.7%-30.2pp | 73.7%-36.2pp | 68.9%-31.4pp |
| Annual return | 11.88% | 17.81%-5.9pp | 590.58%-578.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $301 | $1,988-84.8% | $2,678-88.7% | $2,596-88.4% |
| Participant deferral / active EE | $1,444 | $2,961-51.2% | $3,976-63.7% | $4,274-66.2% |
| Admin fee / account holder | $2,116 | $4,132-48.8% | $6,100-65.3% | $7,775-72.8% |