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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 | $67,890 | $48,364+40.4% | $71,796-5.4% | $62,881+8.0% |
| Participation rate | 43.8% | 60.6%-16.8pp | 69.1%-25.3pp | 69.3%-25.5pp |
| Annual return | 12.24% | 13.16%-0.9pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $171 | $1,042-83.6% | $1,924-91.1% | $2,281-92.5% |
| Participant deferral / active EE | $1,490 | $2,091-28.8% | $2,794-46.7% | $3,203-53.5% |
| Admin fee / account holder | $5,834 | $3,771+54.7% | $4,815+21.2% | $4,296+35.8% |