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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 | $23,832 | $85,024-72.0% | $70,544-66.2% | $139,466-82.9% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.4%-35.0pp | 80.3%-47.0pp |
| Annual return | 11.74% | 30.39%-18.6pp | 32.79%-21.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $96 | $3,912-97.6% | $2,976-96.8% | $4,754-98.0% |
| Participant deferral / active EE | $2,134 | $5,891-63.8% | $4,568-53.3% | $6,712-68.2% |
| Admin fee / account holder | $4,383 | $8,928-50.9% | $6,427-31.8% | $11,409-61.6% |