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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 | $52,016 | $49,896+4.2% | $80,627-35.5% | $75,173-30.8% |
| Participation rate | 46.9% | 55.3%-8.5pp | 67.0%-20.1pp | 67.2%-20.3pp |
| Annual return | 21.15% | 34.67%-13.5pp | 936.76%-915.6pp | 160.72%-139.6pp |
| Employer contribution / active EE | $184 | $1,699-89.2% | $2,723-93.2% | $2,671-93.1% |
| Participant deferral / active EE | $1,213 | $2,992-59.5% | $4,443-72.7% | $4,126-70.6% |
| Admin fee / account holder | $425 | $3,578-88.1% | $5,381-92.1% | $5,651-92.5% |