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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 | $28,963 | $69,515-58.3% | $86,868-66.7% | $85,856-66.3% |
| Participation rate | 69.0% | 66.3%+2.6pp | 71.6%-2.7pp | 69.3%-0.4pp |
| Annual return | 17.66% | 20.12%-2.5pp | 63.53%-45.9pp | 318.58%-300.9pp |
| Employer contribution / active EE | $184 | $1,880-90.2% | $2,496-92.6% | $2,565-92.8% |
| Participant deferral / active EE | $1,314 | $2,919-55.0% | $3,699-64.5% | $3,952-66.8% |
| Admin fee / account holder | $398 | $5,972-93.3% | $5,829-93.2% | $6,261-93.6% |