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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 | $59,143 | $60,454-2.2% | $81,844-27.7% | $74,459-20.6% |
| Participation rate | 34.5% | 63.0%-28.5pp | 72.4%-37.9pp | 67.2%-32.8pp |
| Annual return | 17.27% | 16.87%+0.4pp | 778.87%-761.6pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $262 | $2,630-90.0% | $2,916-91.0% | $2,626-90.0% |
| Participant deferral / active EE | $840 | $3,398-75.3% | $4,323-80.6% | $4,350-80.7% |
| Admin fee / account holder | $493 | $1,490-66.9% | $7,355-93.3% | $1,945-74.6% |