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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 | $34,014 | $65,566-48.1% | $86,235-60.6% | $75,177-54.8% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 17.61% | 46.07%-28.5pp | 1170.03%-1152.4pp | 160.75%-143.1pp |
| Employer contribution / active EE | $219 | $1,553-85.9% | $2,381-90.8% | $2,671-91.8% |
| Participant deferral / active EE | $1,830 | $3,023-39.5% | $3,987-54.1% | $4,126-55.6% |
| Admin fee / account holder | $881 | $5,470-83.9% | $6,856-87.2% | $5,651-84.4% |