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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 | $89,259-72.4% | $107,187-77.0% | $82,637-70.2% |
| Participation rate | 21.3% | 67.9%-46.7pp | 75.0%-53.8pp | 68.1%-46.8pp |
| Annual return | 26.48% | 21.02%+5.5pp | 204.55%-178.1pp | 53.51%-27.0pp |
| Employer contribution / active EE | $571 | $3,080-81.5% | $3,782-84.9% | $2,552-77.6% |
| Participant deferral / active EE | $1,997 | $4,037-50.5% | $5,096-60.8% | $4,126-51.6% |
| Admin fee / account holder | $2,977 | $7,381-59.7% | $9,162-67.5% | $7,339-59.4% |