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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 | $27,801 | $148,623-81.3% | $135,974-79.6% | $139,466-80.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 30.34% | 79.30%-49.0pp | 68.30%-38.0pp | 373.66%-343.3pp |
| Employer contribution / active EE | $592 | $5,246-88.7% | $4,859-87.8% | $4,754-87.5% |
| Participant deferral / active EE | $6,230 | $8,103-23.1% | $7,760-19.7% | $6,712-7.2% |
| Admin fee / account holder | $7,124 | $12,406-42.6% | $10,767-33.8% | $11,409-37.6% |