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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 | $53,979 | $65,566-17.7% | $86,235-37.4% | $75,177-28.2% |
| Participation rate | 64.1% | 60.5%+3.6pp | 69.0%-4.9pp | 67.2%-3.1pp |
| Annual return | 14.91% | 46.07%-31.2pp | 1170.03%-1155.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $262 | $1,553-83.1% | $2,381-89.0% | $2,671-90.2% |
| Participant deferral / active EE | $2,697 | $3,023-10.8% | $3,987-32.3% | $4,126-34.6% |
| Admin fee / account holder | $4,129 | $5,470-24.5% | $6,856-39.8% | $5,651-26.9% |