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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 | $33,645 | $70,430-52.2% | $96,572-65.2% | $85,851-60.8% |
| Participation rate | 51.9% | 61.8%-10.0pp | 69.8%-18.0pp | 69.3%-17.5pp |
| Annual return | 36.74% | 18.58%+18.2pp | 37.79%-1.1pp | 318.63%-281.9pp |
| Employer contribution / active EE | $230 | $1,413-83.7% | $2,357-90.2% | $2,565-91.0% |
| Participant deferral / active EE | $1,548 | $2,894-46.5% | $3,850-59.8% | $3,952-60.8% |
| Admin fee / account holder | $1,430 | $4,996-71.4% | $6,183-76.9% | $6,261-77.2% |