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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 | $68,203 | $63,346+7.7% | $92,240-26.1% | $70,126-2.7% |
| Participation rate | 64.2% | 68.7%-4.5pp | 76.5%-12.3pp | 69.5%-5.3pp |
| Annual return | 17.03% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $361 | $2,471-85.4% | $3,680-90.2% | $2,343-84.6% |
| Participant deferral / active EE | $1,577 | $2,854-44.7% | $3,897-59.5% | $3,332-52.7% |
| Admin fee / account holder | $1,563 | $3,841-59.3% | $5,194-69.9% | $4,645-66.4% |