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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 | $37,551 | $70,366-46.6% | $66,674-43.7% | $138,895-73.0% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.7%-47.4pp | 79.9%-53.6pp |
| Annual return | 15.28% | 386.41%-371.1pp | 321.24%-306.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $284 | $2,765-89.7% | $2,620-89.2% | $4,194-93.2% |
| Participant deferral / active EE | $1,479 | $4,374-66.2% | $4,084-63.8% | $6,396-76.9% |
| Admin fee / account holder | $728 | $5,262-86.2% | $5,098-85.7% | $12,562-94.2% |