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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 | $39,090 | $89,367-56.3% | $141,191-72.3% | $72,975-46.4% |
| Participation rate | 65.1% | 75.1%-10.0pp | 82.5%-17.4pp | 69.5%-4.4pp |
| Annual return | 20.20% | 111.87%-91.7pp | 71.41%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $311 | $3,115-90.0% | $4,736-93.4% | $2,440-87.3% |
| Participant deferral / active EE | $2,610 | $5,419-51.8% | $6,710-61.1% | $3,608-27.7% |
| Admin fee / account holder | $1,900 | $5,957-68.1% | $10,264-81.5% | $5,124-62.9% |