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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 | $24,232 | $54,679-55.7% | $76,119-68.2% | $74,459-67.5% |
| Participation rate | 38.4% | 60.3%-22.0pp | 69.1%-30.7pp | 67.2%-28.9pp |
| Annual return | 10.99% | 31.90%-20.9pp | 361.25%-350.3pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $190 | $1,781-89.4% | $2,693-93.0% | $2,626-92.8% |
| Participant deferral / active EE | $1,930 | $3,072-37.2% | $4,259-54.7% | $4,350-55.6% |
| Admin fee / account holder | $3,251 | $2,238+45.3% | $6,421-49.4% | $1,945+67.2% |