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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 | $27,625 | $102,828-73.1% | $105,387-73.8% | $152,909-81.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 27.30% | 20.85%+6.4pp | 26.82%+0.5pp | 345.46%-318.2pp |
| Employer contribution / active EE | $659 | $4,473-85.3% | $4,213-84.4% | $4,764-86.2% |
| Participant deferral / active EE | $1,987 | $5,465-63.6% | $5,502-63.9% | $5,851-66.0% |
| Admin fee / account holder | $463 | $8,683-94.7% | $6,559-92.9% | $11,601-96.0% |