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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 | $21,432 | $63,433-66.2% | $63,803-66.4% | $64,097-66.6% |
| Participation rate | 33.7% | 65.0%-31.4pp | 72.7%-39.0pp | 55.2%-21.5pp |
| Annual return | 16.33% | 20.74%-4.4pp | 543.72%-527.4pp | 34.64%-18.3pp |
| Employer contribution / active EE | $523 | $2,332-77.6% | $2,532-79.4% | $1,891-72.4% |
| Participant deferral / active EE | $1,573 | $3,119-49.6% | $3,843-59.1% | $3,080-48.9% |
| Admin fee / account holder | $695 | $1,489-53.4% | $5,196-86.6% | $3,454-79.9% |