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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 | $66,244 | $95,383-30.5% | $185,837-64.4% | $85,856-22.8% |
| Participation rate | 9.4% | 68.8%-59.3pp | 81.7%-72.3pp | 69.3%-59.9pp |
| Annual return | 37.04% | 23.59%+13.5pp | 122.08%-85.0pp | 318.58%-281.5pp |
| Employer contribution / active EE | $284 | $3,313-91.4% | $5,168-94.5% | $2,565-88.9% |
| Participant deferral / active EE | $1,387 | $3,423-59.5% | $5,568-75.1% | $3,952-64.9% |
| Admin fee / account holder | $345 | $7,213-95.2% | $16,241-97.9% | $6,261-94.5% |