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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 | $29,515 | $53,837-45.2% | $75,714-61.0% | $85,847-65.6% |
| Participation rate | 59.3% | 69.1%-9.8pp | 74.8%-15.6pp | 69.3%-10.1pp |
| Annual return | 13.83% | 24.54%-10.7pp | 104.62%-90.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $183 | $2,017-90.9% | $2,744-93.3% | $2,565-92.9% |
| Participant deferral / active EE | $1,220 | $2,895-57.9% | $3,820-68.1% | $3,952-69.1% |
| Admin fee / account holder | $1,329 | $3,339-60.2% | $3,619-63.3% | $6,261-78.8% |