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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 | $35,736 | $113,941-68.6% | $94,229-62.1% | $125,389-71.5% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | 120.94% | 5.29%+115.7pp | 10.68%+110.3pp | 282.24%-161.3pp |
| Employer contribution / active EE | $586 | $4,727-87.6% | $3,587-83.6% | $4,866-87.9% |
| Participant deferral / active EE | $2,007 | $5,179-61.2% | $4,320-53.5% | $5,352-62.5% |
| Admin fee / account holder | $845 | $8,392-89.9% | $6,269-86.5% | $9,541-91.1% |