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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 | $15,534 | $85,169-81.8% | $172,755-91.0% | $72,983-78.7% |
| Participation rate | 45.2% | 70.1%-24.8pp | 82.6%-37.4pp | 69.5%-24.2pp |
| Annual return | 21.21% | 27.32%-6.1pp | 802.94%-781.7pp | 81.01%-59.8pp |
| Employer contribution / active EE | $395 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,569 | $3,260-51.9% | $5,198-69.8% | $3,608-56.5% |
| Admin fee / account holder | $4,326 | $5,880-26.4% | $13,955-69.0% | $5,124-15.6% |