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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 | $36,905 | $83,843-56.0% | $123,973-70.2% | $65,306-43.5% |
| Participation rate | 12.3% | 56.0%-43.7pp | 76.7%-64.4pp | 57.7%-45.4pp |
| Annual return | 19.43% | 19.87%-0.4pp | 388.13%-368.7pp | 21.94%-2.5pp |
| Employer contribution / active EE | $164 | $2,873-94.3% | $4,126-96.0% | $1,967-91.7% |
| Participant deferral / active EE | $1,423 | $2,997-52.5% | $5,247-72.9% | $2,959-51.9% |
| Admin fee / account holder | $11,471 | $4,735+142.2% | $11,799-2.8% | $3,480+229.6% |