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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 | $52,697 | $78,707-33.0% | $117,861-55.3% | $70,126-24.9% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 18.40% | 23.30%-4.9pp | 335.11%-316.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $360 | $2,223-83.8% | $3,786-90.5% | $2,343-84.6% |
| Participant deferral / active EE | $1,500 | $3,297-54.5% | $4,482-66.5% | $3,332-55.0% |
| Admin fee / account holder | $353 | $5,066-93.0% | $8,021-95.6% | $4,645-92.4% |