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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 | $21,953 | $63,346-65.3% | $92,240-76.2% | $70,126-68.7% |
| Participation rate | 28.2% | 68.7%-40.4pp | 76.5%-48.2pp | 69.5%-41.3pp |
| Annual return | 18.59% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $316 | $2,471-87.2% | $3,680-91.4% | $2,343-86.5% |
| Participant deferral / active EE | $1,480 | $2,854-48.1% | $3,897-62.0% | $3,332-55.6% |
| Admin fee / account holder | $488 | $3,841-87.3% | $5,194-90.6% | $4,645-89.5% |