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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 | $83,761 | $65,555+27.8% | $86,216-2.8% | $75,173+11.4% |
| Participation rate | 66.3% | 60.5%+5.8pp | 69.0%-2.7pp | 67.2%-0.9pp |
| Annual return | 21.80% | 46.07%-24.3pp | 1169.42%-1147.6pp | 160.72%-138.9pp |
| Employer contribution / active EE | $251 | $1,553-83.9% | $2,382-89.5% | $2,671-90.6% |
| Participant deferral / active EE | $3,264 | $3,023+8.0% | $3,986-18.1% | $4,126-20.9% |
| Admin fee / account holder | $4,486 | $5,469-18.0% | $6,853-34.5% | $5,651-20.6% |