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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 | $29,437 | $85,169-65.4% | $172,755-83.0% | $72,983-59.7% |
| Participation rate | 43.1% | 70.1%-26.9pp | 82.6%-39.5pp | 69.5%-26.3pp |
| Annual return | 17.94% | 27.32%-9.4pp | 802.94%-785.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $139 | $3,324-95.8% | $5,144-97.3% | $2,440-94.3% |
| Participant deferral / active EE | $1,301 | $3,260-60.1% | $5,198-75.0% | $3,608-63.9% |
| Admin fee / account holder | $4,347 | $5,880-26.1% | $13,955-68.8% | $5,124-15.2% |