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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 | $24,678 | $54,690-54.9% | $76,030-67.5% | $74,478-66.9% |
| Participation rate | 39.2% | 60.3%-21.1pp | 69.1%-29.8pp | 67.2%-28.0pp |
| Annual return | 11.53% | 31.92%-20.4pp | 361.54%-350.0pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $135 | $1,781-92.4% | $2,688-95.0% | $2,626-94.9% |
| Participant deferral / active EE | $2,175 | $3,070-29.2% | $4,257-48.9% | $4,350-50.0% |
| Admin fee / account holder | $3,683 | $2,240+64.5% | $6,421-42.6% | $1,946+89.3% |