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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 | $54,588 | $45,109+21.0% | $85,187-35.9% | $77,736-29.8% |
| Participation rate | 12.7% | 48.7%-36.0pp | 67.5%-54.9pp | 70.6%-57.9pp |
| Annual return | 30.93% | 79.55%-48.6pp | 66.67%-35.7pp | 31.26%-0.3pp |
| Employer contribution / active EE | $24 | $1,602-98.5% | $2,732-99.1% | $2,728-99.1% |
| Participant deferral / active EE | $1,095 | $2,814-61.1% | $4,525-75.8% | $4,651-76.5% |
| Admin fee / account holder | $1,335 | $915+46.0% | $6,162-78.3% | $433+208.2% |