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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 | $24,664 | $88,672-72.2% | $105,223-76.6% | $82,448-70.1% |
| Participation rate | 21.3% | 67.9%-46.7pp | 75.0%-53.8pp | 68.1%-46.8pp |
| Annual return | 26.48% | 30.86%-4.4pp | 180.65%-154.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $571 | $3,048-81.3% | $3,689-84.5% | $2,551-77.6% |
| Participant deferral / active EE | $1,997 | $4,036-50.5% | $5,072-60.6% | $4,139-51.8% |
| Admin fee / account holder | $2,977 | $7,146-58.3% | $8,859-66.4% | $7,234-58.8% |