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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 | $54,133 | $48,570+11.5% | $130,660-58.6% | $72,975-25.8% |
| Participation rate | 58.2% | 58.6%-0.4pp | 71.7%-13.6pp | 69.5%-11.3pp |
| Annual return | 23.73% | 38.63%-14.9pp | 1709.29%-1685.6pp | 81.01%-57.3pp |
| Employer contribution / active EE | $134 | $1,334-89.9% | $4,092-96.7% | $2,440-94.5% |
| Participant deferral / active EE | $2,009 | $2,384-15.7% | $3,603-44.2% | $3,608-44.3% |
| Admin fee / account holder | $3,036 | $3,549-14.5% | $5,463-44.4% | $5,124-40.8% |