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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 | $54,242 | $51,642+5.0% | $129,384-58.1% | $80,935-33.0% |
| Participation rate | 64.8% | 56.9%+7.9pp | 69.6%-4.8pp | 67.7%-2.8pp |
| Annual return | 12.52% | 20.78%-8.3pp | 9461.77%-9449.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $260 | $1,583-83.6% | $4,153-93.7% | $2,757-90.6% |
| Participant deferral / active EE | $2,934 | $2,670+9.9% | $4,166-29.6% | $4,299-31.8% |
| Admin fee / account holder | $6,552 | $4,312+52.0% | $7,686-14.7% | $6,924-5.4% |