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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 | $27,020 | $85,171-68.3% | $172,753-84.4% | $72,976-63.0% |
| Participation rate | 38.0% | 70.1%-32.1pp | 82.6%-44.7pp | 69.5%-31.5pp |
| Annual return | 24.00% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $133 | $3,324-96.0% | $5,144-97.4% | $2,440-94.6% |
| Participant deferral / active EE | $936 | $3,260-71.3% | $5,198-82.0% | $3,608-74.1% |
| Admin fee / account holder | $1,394 | $5,880-76.3% | $13,956-90.0% | $5,124-72.8% |