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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 | $37,193 | $91,179-59.2% | $178,499-79.2% | $79,852-53.4% |
| Participation rate | 47.2% | 69.2%-22.0pp | 81.9%-34.8pp | 69.6%-22.5pp |
| Annual return | 24.13% | 24.19%-0.1pp | 151.10%-127.0pp | 31.72%-7.6pp |
| Employer contribution / active EE | $247 | $3,256-92.4% | $5,011-95.1% | $2,471-90.0% |
| Participant deferral / active EE | $1,757 | $3,236-45.7% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $1,000 | $6,749-85.2% | $13,986-92.8% | $5,306-81.2% |