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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 | $90,217 | $61,125+47.6% | $94,057-4.1% | $87,485+3.1% |
| Participation rate | 65.8% | 64.1%+1.7pp | 73.3%-7.6pp | 68.9%-3.1pp |
| Annual return | 16.91% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $44 | $2,136-97.9% | $2,933-98.5% | $2,596-98.3% |
| Participant deferral / active EE | $5,381 | $3,260+65.0% | $4,709+14.3% | $4,274+25.9% |
| Admin fee / account holder | $538 | $5,629-90.4% | $7,244-92.6% | $7,775-93.1% |