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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 | $22,523 | $117,829-80.9% | $102,423-78.0% | $145,877-84.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.13% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $838 | $3,615-76.8% | $3,023-72.3% | $4,663-82.0% |
| Participant deferral / active EE | $2,242 | $5,732-60.9% | $5,054-55.6% | $6,691-66.5% |
| Admin fee / account holder | $930 | $13,335-93.0% | $9,455-90.2% | $13,402-93.1% |