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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 | $33,014 | $104,694-68.5% | $85,709-61.5% | $167,536-80.3% |
| Participation rate | 69.6% | 76.4%-6.8pp | 69.9%-0.3pp | 82.1%-12.5pp |
| Annual return | 16.06% | 21.45%-5.4pp | 21.49%-5.4pp | 478.82%-462.8pp |
| Employer contribution / active EE | $234 | $3,337-93.0% | $2,619-91.1% | $4,839-95.2% |
| Participant deferral / active EE | $7,210 | $4,826+49.4% | $3,924+83.8% | $6,342+13.7% |
| Admin fee / account holder | $1,010 | $10,035-89.9% | $6,876-85.3% | $12,315-91.8% |