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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 | $33,738 | $91,198-63.0% | $178,503-81.1% | $79,856-57.8% |
| Participation rate | 42.4% | 69.2%-26.8pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 17.51% | 24.20%-6.7pp | 151.12%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $140 | $3,257-95.7% | $5,011-97.2% | $2,471-94.3% |
| Participant deferral / active EE | $986 | $3,237-69.5% | $5,202-81.0% | $3,741-73.6% |
| Admin fee / account holder | $791 | $6,748-88.3% | $13,987-94.3% | $5,306-85.1% |