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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 | $73,646 | $51,184+43.9% | $66,439+10.8% | $86,983-15.3% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.5%-54.5pp | 69.5%-49.5pp |
| Annual return | 15.64% | 17.07%-1.4pp | 757.66%-742.0pp | 25.83%-10.2pp |
| Employer contribution / active EE | $275 | $2,023-86.4% | $2,637-89.6% | $2,584-89.3% |
| Participant deferral / active EE | $1,979 | $2,927-32.4% | $3,876-48.9% | $4,194-52.8% |
| Admin fee / account holder | $6,894 | $4,154+66.0% | $6,173+11.7% | $7,856-12.2% |