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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 | $86,648 | $58,275+48.7% | $81,844+5.9% | $80,935+7.1% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 15.48% | 41.82%-26.3pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $154 | $2,346-93.4% | $2,916-94.7% | $2,757-94.4% |
| Participant deferral / active EE | $1,544 | $3,285-53.0% | $4,323-64.3% | $4,299-64.1% |
| Admin fee / account holder | $3,595 | $4,749-24.3% | $7,355-51.1% | $6,924-48.1% |