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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 | $48,011-46.4% | $63,803-59.7% | $82,637-68.9% |
| Participation rate | 37.5% | 66.6%-29.1pp | 72.7%-35.2pp | 68.1%-30.6pp |
| Annual return | 11.88% | 19.84%-8.0pp | 543.72%-531.8pp | 53.51%-41.6pp |
| Employer contribution / active EE | $301 | $1,904-84.2% | $2,532-88.1% | $2,552-88.2% |
| Participant deferral / active EE | $1,444 | $2,846-49.3% | $3,843-62.4% | $4,126-65.0% |
| Admin fee / account holder | $2,116 | $3,873-45.4% | $5,196-59.3% | $7,339-71.2% |