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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 | $54,384 | $85,766-36.6% | $136,298-60.1% | $70,126-22.4% |
| Participation rate | 65.7% | 74.2%-8.4pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 25.55% | 31.46%-5.9pp | 5156.27%-5130.7pp | 73.15%-47.6pp |
| Employer contribution / active EE | $485 | $2,966-83.6% | $4,696-89.7% | $2,343-79.3% |
| Participant deferral / active EE | $4,183 | $5,051-17.2% | $6,247-33.0% | $3,332+25.5% |
| Admin fee / account holder | $6,606 | $5,421+21.9% | $9,244-28.5% | $4,645+42.2% |