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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 | $38,851 | $78,707-50.6% | $117,861-67.0% | $70,126-44.6% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-10.0pp | 69.5%+0.2pp |
| Annual return | 15.16% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $390 | $2,223-82.4% | $3,786-89.7% | $2,343-83.3% |
| Participant deferral / active EE | $2,417 | $3,297-26.7% | $4,482-46.1% | $3,332-27.4% |
| Admin fee / account holder | $2,223 | $5,066-56.1% | $8,021-72.3% | $4,645-52.2% |