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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 | $49,825 | $84,236-40.9% | $170,435-70.8% | $70,126-28.9% |
| Participation rate | 10.5% | 70.8%-60.3pp | 83.6%-73.1pp | 69.5%-59.0pp |
| Annual return | 21.35% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $258 | $3,387-92.4% | $5,432-95.2% | $2,343-89.0% |
| Participant deferral / active EE | $846 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $946 | $5,698-83.4% | $13,881-93.2% | $4,645-79.6% |