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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 | $23,079 | $63,342-63.6% | $92,235-75.0% | $70,131-67.1% |
| Participation rate | 49.3% | 68.7%-19.4pp | 76.5%-27.2pp | 69.5%-20.2pp |
| Annual return | 16.27% | 530.15%-513.9pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $420 | $2,471-83.0% | $3,679-88.6% | $2,342-82.1% |
| Participant deferral / active EE | $2,263 | $2,854-20.7% | $3,897-41.9% | $3,332-32.1% |
| Admin fee / account holder | $3,559 | $3,840-7.3% | $5,194-31.5% | $4,645-23.4% |