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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 | $90,385 | $56,431+60.2% | $130,788-30.9% | $87,485+3.3% |
| Participation rate | 9.8% | 58.9%-49.2pp | 70.1%-60.3pp | 68.9%-59.2pp |
| Annual return | 24.16% | 91.27%-67.1pp | 386.44%-362.3pp | 26.06%-1.9pp |
| Employer contribution / active EE | $186 | $1,549-88.0% | $3,558-94.8% | $2,596-92.8% |
| Participant deferral / active EE | $1,363 | $2,749-50.4% | $4,137-67.0% | $4,274-68.1% |
| Admin fee / account holder | $332 | $4,433-92.5% | $6,673-95.0% | $7,775-95.7% |