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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 | $29,932 | $51,638-42.0% | $68,368-56.2% | $82,448-63.7% |
| Participation rate | 18.0% | 63.6%-45.6pp | 73.8%-55.7pp | 68.1%-50.0pp |
| Annual return | 14.88% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $202 | $2,047-90.1% | $2,649-92.4% | $2,551-92.1% |
| Participant deferral / active EE | $1,383 | $2,914-52.5% | $4,123-66.5% | $4,139-66.6% |
| Admin fee / account holder | $2,864 | $4,643-38.3% | $5,150-44.4% | $7,234-60.4% |