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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 | $57,866 | $48,053+20.4% | $84,628-31.6% | $72,975-20.7% |
| Participation rate | 33.0% | 57.6%-24.6pp | 68.2%-35.3pp | 69.5%-36.5pp |
| Annual return | 21.35% | 37.39%-16.0pp | 258.80%-237.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $198 | $1,602-87.6% | $2,653-92.5% | $2,440-91.9% |
| Participant deferral / active EE | $1,475 | $2,681-45.0% | $3,900-62.2% | $3,608-59.1% |
| Admin fee / account holder | $732 | $3,395-78.4% | $4,914-85.1% | $5,124-85.7% |