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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 | $28,757 | $107,353-73.2% | $92,903-69.0% | $152,885-81.2% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.5%-37.0pp |
| Annual return | 16.04% | 145.62%-129.6pp | 109.43%-93.4pp | 345.39%-329.3pp |
| Employer contribution / active EE | $466 | $4,222-89.0% | $3,653-87.2% | $4,763-90.2% |
| Participant deferral / active EE | $2,145 | $4,848-55.7% | $4,238-49.4% | $5,851-63.3% |
| Admin fee / account holder | $563 | $7,081-92.0% | $5,795-90.3% | $11,598-95.1% |