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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 | $66,423 | $98,766-32.7% | $149,730-55.6% | $79,852-16.8% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.6%-4.4pp |
| Annual return | 39.45% | 27.43%+12.0pp | 276.70%-237.3pp | 31.72%+7.7pp |
| Employer contribution / active EE | $196 | $3,217-93.9% | $4,645-95.8% | $2,471-92.1% |
| Participant deferral / active EE | $6,959 | $5,681+22.5% | $6,843+1.7% | $3,740+86.0% |
| Admin fee / account holder | $989 | $6,052-83.7% | $9,310-89.4% | $5,306-81.4% |