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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 | $20,826 | $77,816-73.2% | $123,552-83.1% | $64,173-67.5% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.2pp |
| Annual return | 15.59% | 12.49%+3.1pp | 119.20%-103.6pp | 7.63%+8.0pp |
| Employer contribution / active EE | $516 | $3,014-82.9% | $4,628-88.9% | $2,381-78.3% |
| Participant deferral / active EE | $2,380 | $5,240-54.6% | $6,426-63.0% | $3,470-31.4% |
| Admin fee / account holder | $2,386 | $5,519-56.8% | $9,285-74.3% | $4,887-51.2% |