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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 | $27,052 | $48,314-44.0% | $67,561-60.0% | $80,925-66.6% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.7%-23.8pp |
| Annual return | 12.69% | 18.28%-5.6pp | 3525.44%-3512.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $295 | $2,022-85.4% | $2,735-89.2% | $2,756-89.3% |
| Participant deferral / active EE | $1,310 | $2,927-55.2% | $4,003-67.3% | $4,299-69.5% |
| Admin fee / account holder | $518 | $3,690-86.0% | $4,006-87.1% | $6,940-92.5% |