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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 | $51,184-49.7% | $66,439-61.3% | $86,983-70.4% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.5%-37.0pp | 69.5%-32.0pp |
| Annual return | 11.88% | 17.07%-5.2pp | 757.66%-745.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $301 | $2,023-85.1% | $2,637-88.6% | $2,584-88.3% |
| Participant deferral / active EE | $1,444 | $2,927-50.7% | $3,876-62.7% | $4,194-65.6% |
| Admin fee / account holder | $2,116 | $4,154-49.1% | $6,173-65.7% | $7,856-73.1% |