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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 | $21,787 | $91,179-76.1% | $178,499-87.8% | $79,852-72.7% |
| Participation rate | 26.9% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.7pp |
| Annual return | 26.17% | 24.19%+2.0pp | 151.10%-124.9pp | 31.72%-5.6pp |
| Employer contribution / active EE | $284 | $3,256-91.3% | $5,011-94.3% | $2,471-88.5% |
| Participant deferral / active EE | $1,779 | $3,236-45.0% | $5,202-65.8% | $3,740-52.5% |
| Admin fee / account holder | $3,086 | $6,749-54.3% | $13,986-77.9% | $5,306-41.8% |