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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 | $55,457-0.4% | $77,361-28.6% | $94,015-41.3% |
| Participation rate | 28.4% | 69.8%-41.4pp | 75.0%-46.6pp | 70.8%-42.4pp |
| Annual return | 20.22% | 15.57%+4.6pp | 1011.54%-991.3pp | 17.84%+2.4pp |
| Employer contribution / active EE | $272 | $2,255-87.9% | $2,990-90.9% | $2,790-90.2% |
| Participant deferral / active EE | $2,183 | $3,069-28.9% | $3,911-44.2% | $4,249-48.6% |
| Admin fee / account holder | $585 | $4,334-86.5% | $5,894-90.1% | $8,951-93.5% |