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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 | $54,885 | $70,666-22.3% | $169,385-67.6% | $75,181-27.0% |
| Participation rate | 59.6% | 64.8%-5.2pp | 77.2%-17.5pp | 67.2%-7.6pp |
| Annual return | 14.73% | 36.37%-21.6pp | 405.82%-391.1pp | 160.69%-146.0pp |
| Employer contribution / active EE | $409 | $2,210-81.5% | $4,012-89.8% | $2,671-84.7% |
| Participant deferral / active EE | $3,441 | $4,308-20.1% | $6,221-44.7% | $4,126-16.6% |
| Admin fee / account holder | $9,597 | $5,402+77.6% | $9,011+6.5% | $5,650+69.9% |