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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 | $18,681 | $85,171-78.1% | $172,752-89.2% | $72,975-74.4% |
| Participation rate | 46.5% | 70.1%-23.6pp | 82.6%-36.2pp | 69.5%-23.0pp |
| Annual return | 21.54% | 27.32%-5.8pp | 802.97%-781.4pp | 81.01%-59.5pp |
| Employer contribution / active EE | $299 | $3,324-91.0% | $5,144-94.2% | $2,440-87.8% |
| Participant deferral / active EE | $948 | $3,260-70.9% | $5,198-81.8% | $3,608-73.7% |
| Admin fee / account holder | $842 | $5,880-85.7% | $13,955-94.0% | $5,124-83.6% |