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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 | $40,300 | $96,965-58.4% | $97,995-58.9% | $147,586-72.7% |
| Participation rate | 18.2% | 83.6%-65.4pp | 82.4%-64.2pp | 82.8%-64.6pp |
| Annual return | 14.71% | 24.11%-9.4pp | 23.94%-9.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $896 | $4,536-80.2% | $4,158-78.4% | $4,876-81.6% |
| Participant deferral / active EE | $1,831 | $5,081-64.0% | $5,097-64.1% | $5,439-66.3% |
| Admin fee / account holder | $2,799 | $8,120-65.5% | $5,943-52.9% | $10,886-74.3% |