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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 | $97,534 | $55,453+75.9% | $170,435-42.8% | $62,293+56.6% |
| Participation rate | 52.3% | 66.4%-14.0pp | 83.6%-31.3pp | 69.5%-17.2pp |
| Annual return | 61.50% | 21.38%+40.1pp | 205.94%-144.4pp | 28.90%+32.6pp |
| Employer contribution / active EE | $154 | $2,164-92.9% | $5,432-97.2% | $2,042-92.4% |
| Participant deferral / active EE | $1,574 | $2,303-31.6% | $4,939-68.1% | $3,169-50.3% |
| Admin fee / account holder | $2,617 | $455+475.2% | $13,881-81.1% | $479+446.0% |