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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 | $31,498 | $149,679-79.0% | $117,039-73.1% | $147,586-78.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 28.74% | 19.31%+9.4pp | 18.95%+9.8pp | 578.59%-549.9pp |
| Employer contribution / active EE | $731 | $4,937-85.2% | $3,785-80.7% | $4,876-85.0% |
| Participant deferral / active EE | $2,205 | $4,912-55.1% | $3,929-43.9% | $5,439-59.5% |
| Admin fee / account holder | $374 | $7,856-95.2% | $5,974-93.7% | $10,886-96.6% |