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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 | $63,074 | $55,902+12.8% | $76,030-17.0% | $80,959-22.1% |
| Participation rate | 32.1% | 62.1%-30.0pp | 69.1%-37.0pp | 67.7%-35.6pp |
| Annual return | 14.65% | 20.59%-5.9pp | 361.54%-346.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $364 | $1,867-80.5% | $2,688-86.5% | $2,757-86.8% |
| Participant deferral / active EE | $1,053 | $3,051-65.5% | $4,257-75.3% | $4,300-75.5% |
| Admin fee / account holder | $1,708 | $5,239-67.4% | $6,421-73.4% | $6,925-75.3% |