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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 | $28,152 | $91,198-69.1% | $178,503-84.2% | $79,856-64.7% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 26.41% | 24.20%+2.2pp | 151.12%-124.7pp | 31.71%-5.3pp |
| Employer contribution / active EE | $238 | $3,257-92.7% | $5,011-95.2% | $2,471-90.4% |
| Participant deferral / active EE | $1,110 | $3,237-65.7% | $5,202-78.7% | $3,741-70.3% |
| Admin fee / account holder | $1,518 | $6,748-77.5% | $13,987-89.1% | $5,306-71.4% |