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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 | $24,591 | $57,352-57.1% | $83,831-70.7% | $64,173-61.7% |
| Participation rate | 55.8% | 68.6%-12.8pp | 76.1%-20.3pp | 69.6%-13.7pp |
| Annual return | 19.54% | 11.38%+8.2pp | 850.99%-831.5pp | 7.63%+11.9pp |
| Employer contribution / active EE | $496 | $2,546-80.5% | $3,631-86.3% | $2,381-79.2% |
| Participant deferral / active EE | $2,919 | $2,993-2.5% | $4,082-28.5% | $3,470-15.9% |
| Admin fee / account holder | $2,004 | $4,046-50.5% | $5,479-63.4% | $4,887-59.0% |