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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 | $59,099 | $53,128+11.2% | $86,582-31.7% | $70,126-15.7% |
| Participation rate | 40.9% | 65.3%-24.4pp | 73.5%-32.6pp | 69.5%-28.6pp |
| Annual return | 19.51% | 27.66%-8.2pp | 965.08%-945.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $135 | $2,068-93.5% | $2,839-95.2% | $2,343-94.2% |
| Participant deferral / active EE | $1,217 | $2,695-54.9% | $3,609-66.3% | $3,332-63.5% |
| Admin fee / account holder | $4,850 | $3,584+35.3% | $4,904-1.1% | $4,645+4.4% |