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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 | $56,378 | $49,177+14.6% | $79,466-29.1% | $64,173-12.1% |
| Participation rate | 20.9% | 65.0%-44.1pp | 73.3%-52.4pp | 69.6%-48.6pp |
| Annual return | 13.95% | -1.16%+15.1pp | 718.28%-704.3pp | 7.63%+6.3pp |
| Employer contribution / active EE | $48 | $2,076-97.7% | $2,800-98.3% | $2,381-98.0% |
| Participant deferral / active EE | $1,059 | $2,821-62.5% | $3,704-71.4% | $3,470-69.5% |
| Admin fee / account holder | $337 | $3,839-91.2% | $5,104-93.4% | $4,887-93.1% |