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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 | $87,679 | $75,935+15.5% | $60,547+44.8% | $125,389-30.1% |
| Participation rate | 37.5% | 76.5%-39.0pp | 68.0%-30.5pp | 83.2%-45.7pp |
| Annual return | 9.36% | -5.38%+14.7pp | 335.64%-326.3pp | 282.24%-272.9pp |
| Employer contribution / active EE | $354 | $3,438-89.7% | $2,419-85.4% | $4,866-92.7% |
| Participant deferral / active EE | $1,812 | $4,506-59.8% | $3,328-45.5% | $5,352-66.1% |
| Admin fee / account holder | $2,306 | $6,768-65.9% | $4,536-49.2% | $9,541-75.8% |