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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 | $65,965 | $49,896+32.2% | $80,627-18.2% | $75,173-12.2% |
| Participation rate | 63.4% | 55.3%+8.1pp | 67.0%-3.6pp | 67.2%-3.8pp |
| Annual return | 17.93% | 34.67%-16.7pp | 936.76%-918.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $44 | $1,699-97.4% | $2,723-98.4% | $2,671-98.4% |
| Participant deferral / active EE | $5,670 | $2,992+89.5% | $4,443+27.6% | $4,126+37.4% |
| Admin fee / account holder | $4,231 | $3,578+18.3% | $5,381-21.4% | $5,651-25.1% |