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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 | $24,106 | $58,311-58.7% | $81,882-70.6% | $80,959-70.2% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 11.78% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $153 | $2,347-93.5% | $2,916-94.8% | $2,757-94.5% |
| Participant deferral / active EE | $2,464 | $3,287-25.0% | $4,323-43.0% | $4,300-42.7% |
| Admin fee / account holder | $4,328 | $4,752-8.9% | $7,360-41.2% | $6,925-37.5% |