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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 | $52,675 | $51,207+2.9% | $70,565-25.4% | $75,177-29.9% |
| Participation rate | 28.2% | 61.0%-32.8pp | 68.4%-40.2pp | 67.2%-39.0pp |
| Annual return | 46.65% | 30.05%+16.6pp | 32.79%+13.9pp | 160.75%-114.1pp |
| Employer contribution / active EE | $214 | $1,826-88.3% | $2,976-92.8% | $2,671-92.0% |
| Participant deferral / active EE | $1,117 | $2,850-60.8% | $4,568-75.6% | $4,126-72.9% |
| Admin fee / account holder | $487 | $4,097-88.1% | $6,430-92.4% | $5,651-91.4% |