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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 | $50,813 | $84,233-39.7% | $170,436-70.2% | $70,131-27.5% |
| Participation rate | 17.6% | 70.8%-53.2pp | 83.6%-66.0pp | 69.5%-52.0pp |
| Annual return | 26.65% | 23.06%+3.6pp | 205.94%-179.3pp | 73.14%-46.5pp |
| Employer contribution / active EE | $330 | $3,387-90.3% | $5,433-93.9% | $2,342-85.9% |
| Participant deferral / active EE | $931 | $3,086-69.8% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $911 | $5,698-84.0% | $13,880-93.4% | $4,645-80.4% |