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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 | $24,230 | $62,177-61.0% | $81,370-70.2% | $74,478-67.5% |
| Participation rate | 41.2% | 64.1%-22.9pp | 69.5%-28.4pp | 67.2%-26.0pp |
| Annual return | 16.86% | 16.62%+0.2pp | 24.85%-8.0pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $475 | $1,881-74.8% | $2,464-80.7% | $2,626-81.9% |
| Participant deferral / active EE | $1,670 | $3,219-48.1% | $3,885-57.0% | $4,350-61.6% |
| Admin fee / account holder | $1,578 | $1,927-18.1% | $5,749-72.6% | $1,946-18.9% |