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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 | $32,746 | $104,664-68.7% | $85,693-61.8% | $167,518-80.5% |
| Participation rate | 55.0% | 76.4%-21.4pp | 69.9%-14.9pp | 82.1%-27.1pp |
| Annual return | 26.79% | 21.45%+5.3pp | 21.49%+5.3pp | 478.71%-451.9pp |
| Employer contribution / active EE | $267 | $3,337-92.0% | $2,618-89.8% | $4,838-94.5% |
| Participant deferral / active EE | $1,208 | $4,824-75.0% | $3,923-69.2% | $6,342-80.9% |
| Admin fee / account holder | $1,628 | $10,032-83.8% | $6,874-76.3% | $12,312-86.8% |