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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 | $40,893 | $164,139-75.1% | $155,567-73.7% | - |
| Participation rate | 20.9% | 62.7%-41.8pp | 78.2%-57.3pp | - |
| Annual return | 29.89% | 19.45%+10.4pp | 64.74%-34.8pp | - |
| Employer contribution / active EE | $1,029 | $2,490-58.6% | $4,674-78.0% | - |
| Participant deferral / active EE | $2,033 | $2,914-30.2% | $5,628-63.9% | - |
| Admin fee / account holder | $2,169 | $96,217-97.7% | $15,916-86.4% | - |