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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 | $54,187 | $56,134-3.5% | $96,171-43.7% | $85,847-36.9% |
| Participation rate | 66.7% | 56.7%+10.0pp | 68.4%-1.8pp | 69.3%-2.7pp |
| Annual return | 14.90% | 42.30%-27.4pp | 192.04%-177.1pp | 318.61%-303.7pp |
| Employer contribution / active EE | $50 | $1,620-96.9% | $2,799-98.2% | $2,565-98.1% |
| Participant deferral / active EE | $6,588 | $2,858+130.6% | $4,350+51.4% | $3,952+66.7% |
| Admin fee / account holder | $1,400 | $3,769-62.9% | $5,538-74.7% | $6,261-77.6% |