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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 | $33,247 | $176,786-81.2% | $146,643-77.3% | $167,536-80.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 16.73% | 24.04%-7.3pp | 22.75%-6.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $832 | $5,161-83.9% | $4,137-79.9% | $4,839-82.8% |
| Participant deferral / active EE | $3,386 | $6,440-47.4% | $5,506-38.5% | $6,342-46.6% |
| Admin fee / account holder | $1,369 | $13,262-89.7% | $10,280-86.7% | $12,315-88.9% |