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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 | $52,679 | $52,450+0.4% | $129,397-59.3% | $74,429-29.2% |
| Participation rate | 29.0% | 53.8%-24.9pp | 69.6%-40.6pp | 67.2%-38.2pp |
| Annual return | 15.81% | 15.65%+0.2pp | 9453.98%-9438.2pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $296 | $1,532-80.7% | $4,154-92.9% | $2,625-88.7% |
| Participant deferral / active EE | $2,327 | $2,797-16.8% | $4,167-44.2% | $4,348-46.5% |
| Admin fee / account holder | $4,840 | $2,636+83.6% | $7,679-37.0% | $1,944+148.9% |