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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 | $42,341 | $85,171-50.3% | $172,752-75.5% | $72,975-42.0% |
| Participation rate | 63.9% | 70.1%-6.2pp | 82.6%-18.8pp | 69.5%-5.6pp |
| Annual return | 22.11% | 27.32%-5.2pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $234 | $3,324-93.0% | $5,144-95.4% | $2,440-90.4% |
| Participant deferral / active EE | $1,992 | $3,260-38.9% | $5,198-61.7% | $3,608-44.8% |
| Admin fee / account holder | $4,145 | $5,880-29.5% | $13,955-70.3% | $5,124-19.1% |