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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 | $60,676 | $55,437+9.4% | $155,534-61.0% | $74,459-18.5% |
| Participation rate | 33.0% | 61.9%-28.9pp | 78.2%-45.2pp | 67.2%-34.2pp |
| Annual return | 17.55% | 269.58%-252.0pp | 64.92%-47.4pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $264 | $2,266-88.3% | $4,675-94.3% | $2,626-89.9% |
| Participant deferral / active EE | $838 | $2,837-70.5% | $5,630-85.1% | $4,350-80.7% |
| Admin fee / account holder | $2,572 | $1,742+47.6% | $15,900-83.8% | $1,945+32.3% |