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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 | $24,221 | $129,737-81.3% | $119,126-79.7% | $154,746-84.3% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 17.98% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $781 | $4,375-82.1% | $4,034-80.6% | $4,379-82.2% |
| Participant deferral / active EE | $2,452 | $5,842-58.0% | $5,318-53.9% | $6,730-63.6% |
| Admin fee / account holder | $2,244 | $11,961-81.2% | $10,693-79.0% | $14,365-84.4% |