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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 | $49,899 | $122,042-59.1% | $184,260-72.9% | $74,459-33.0% |
| Participation rate | 69.9% | 85.5%-15.6pp | 86.8%-17.0pp | 67.2%+2.6pp |
| Annual return | 24.71% | 19.91%+4.8pp | 28.84%-4.1pp | 1369.70%-1345.0pp |
| Employer contribution / active EE | $1,551 | $4,537-65.8% | $6,427-75.9% | $2,626-40.9% |
| Participant deferral / active EE | $7,238 | $7,143+1.3% | $9,133-20.8% | $4,350+66.4% |
| Admin fee / account holder | $6,918 | $1,252+452.5% | $13,898-50.2% | $1,945+255.7% |