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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 | $39,524 | $53,128-25.6% | $86,582-54.4% | $70,126-43.6% |
| Participation rate | 51.4% | 65.3%-14.0pp | 73.5%-22.2pp | 69.5%-18.2pp |
| Annual return | 25.38% | 27.66%-2.3pp | 965.08%-939.7pp | 73.15%-47.8pp |
| Employer contribution / active EE | $194 | $2,068-90.6% | $2,839-93.2% | $2,343-91.7% |
| Participant deferral / active EE | $1,894 | $2,695-29.7% | $3,609-47.5% | $3,332-43.1% |
| Admin fee / account holder | $1,465 | $3,584-59.1% | $4,904-70.1% | $4,645-68.5% |