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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 | $50,601 | $88,203-42.6% | $165,100-69.4% | $74,478-32.1% |
| Participation rate | 62.4% | 73.1%-10.7pp | 78.6%-16.2pp | 67.2%-4.8pp |
| Annual return | 20.30% | 17.13%+3.2pp | 70.21%-49.9pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $271 | $2,601-89.6% | $4,348-93.8% | $2,626-89.7% |
| Participant deferral / active EE | $4,429 | $4,505-1.7% | $6,035-26.6% | $4,350+1.8% |
| Admin fee / account holder | $7,035 | $2,235+214.8% | $12,696-44.6% | $1,946+261.6% |