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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 | $33,294 | $49,976-33.4% | $66,674-50.1% | $82,637-59.7% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 18.24% | 39.09%-20.9pp | 321.24%-303.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $244 | $1,988-87.7% | $2,620-90.7% | $2,552-90.5% |
| Participant deferral / active EE | $1,103 | $2,847-61.2% | $4,084-73.0% | $4,126-73.3% |
| Admin fee / account holder | $2,064 | $4,594-55.1% | $5,098-59.5% | $7,339-71.9% |