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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 | $78,850 | $48,011+64.2% | $63,803+23.6% | $82,637-4.6% |
| Participation rate | 28.1% | 66.6%-38.4pp | 72.7%-44.6pp | 68.1%-39.9pp |
| Annual return | 15.86% | 19.84%-4.0pp | 543.72%-527.9pp | 53.51%-37.6pp |
| Employer contribution / active EE | $356 | $1,904-81.3% | $2,532-85.9% | $2,552-86.0% |
| Participant deferral / active EE | $2,001 | $2,846-29.7% | $3,843-47.9% | $4,126-51.5% |
| Admin fee / account holder | $7,418 | $3,873+91.5% | $5,196+42.7% | $7,339+1.1% |