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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 | $55,221 | $47,479+16.3% | $62,929-12.2% | $82,448-33.0% |
| Participation rate | 28.4% | 66.9%-38.4pp | 73.1%-44.7pp | 68.1%-39.6pp |
| Annual return | 20.22% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $272 | $1,885-85.5% | $2,505-89.1% | $2,551-89.3% |
| Participant deferral / active EE | $2,183 | $2,870-24.0% | $3,888-43.9% | $4,139-47.3% |
| Admin fee / account holder | $585 | $3,804-84.6% | $5,065-88.4% | $7,234-91.9% |