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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 | $85,030 | $63,346+34.2% | $92,240-7.8% | $70,126+21.3% |
| Participation rate | 37.7% | 68.7%-31.0pp | 76.5%-38.8pp | 69.5%-31.8pp |
| Annual return | 16.04% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $492 | $2,471-80.1% | $3,680-86.6% | $2,343-79.0% |
| Participant deferral / active EE | $2,313 | $2,854-18.9% | $3,897-40.6% | $3,332-30.6% |
| Admin fee / account holder | $510 | $3,841-86.7% | $5,194-90.2% | $4,645-89.0% |