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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 | $28,470 | $102,422-72.2% | $147,117-80.6% | $80,959-64.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 17.60% | 135.16%-117.6pp | 420.54%-402.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $610 | $3,717-83.6% | $4,932-87.6% | $2,757-77.9% |
| Participant deferral / active EE | $5,279 | $6,652-20.6% | $8,065-34.5% | $4,300+22.8% |
| Admin fee / account holder | $2,510 | $7,953-68.4% | $12,993-80.7% | $6,925-63.7% |