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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 | $25,797 | $64,705-60.1% | $62,929-59.0% | $67,986-62.1% |
| Participation rate | 44.4% | 65.6%-21.2pp | 73.1%-28.7pp | 57.2%-12.8pp |
| Annual return | 18.01% | 20.31%-2.3pp | 1063.93%-1045.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $507 | $2,376-78.7% | $2,505-79.8% | $2,019-74.9% |
| Participant deferral / active EE | $1,542 | $3,198-51.8% | $3,888-60.3% | $3,358-54.1% |
| Admin fee / account holder | $2,546 | $1,428+78.3% | $5,065-49.7% | $3,203-20.5% |