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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 | $88,137-42.6% | $164,975-69.3% | $74,429-32.0% |
| Participation rate | 62.4% | 73.1%-10.7pp | 78.6%-16.2pp | 67.2%-4.8pp |
| Annual return | 20.30% | 17.13%+3.2pp | 70.12%-49.8pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $271 | $2,597-89.6% | $4,343-93.8% | $2,625-89.7% |
| Participant deferral / active EE | $4,429 | $4,501-1.6% | $6,033-26.6% | $4,348+1.9% |
| Admin fee / account holder | $7,035 | $2,231+215.3% | $12,688-44.6% | $1,944+261.9% |