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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 | $36,553 | $58,292-37.3% | $86,640-57.8% | $71,511-48.9% |
| Participation rate | 20.2% | 65.0%-44.9pp | 71.7%-51.5pp | 67.9%-47.8pp |
| Annual return | 15.32% | 21.63%-6.3pp | 592.52%-577.2pp | 28.86%-13.5pp |
| Employer contribution / active EE | $362 | $2,574-85.9% | $3,024-88.0% | $2,589-86.0% |
| Participant deferral / active EE | $1,502 | $3,438-56.3% | $4,438-66.1% | $4,291-65.0% |
| Admin fee / account holder | $4,462 | $1,057+322.0% | $5,616-20.5% | $1,588+180.9% |