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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 | $48,232 | $52,507-8.1% | $129,406-62.7% | $74,478-35.2% |
| Participation rate | 35.9% | 53.9%-18.0pp | 69.6%-33.8pp | 67.2%-31.4pp |
| Annual return | 12.79% | 15.64%-2.8pp | 9468.18%-9455.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $225 | $1,534-85.3% | $4,155-94.6% | $2,626-91.4% |
| Participant deferral / active EE | $1,745 | $2,801-37.7% | $4,167-58.1% | $4,350-59.9% |
| Admin fee / account holder | $696 | $2,639-73.6% | $7,689-90.9% | $1,946-64.2% |