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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 | $51,292 | $29,716+72.6% | $56,077-8.5% | $80,925-36.6% |
| Participation rate | 55.9% | 41.7%+14.2pp | 52.5%+3.4pp | 67.7%-11.8pp |
| Annual return | 17.51% | 35.30%-17.8pp | 1709.28%-1691.8pp | 35.65%-18.1pp |
| Employer contribution / active EE | $59 | $671-91.2% | $1,040-94.3% | $2,756-97.9% |
| Participant deferral / active EE | $1,159 | $1,228-5.7% | $1,954-40.7% | $4,299-73.0% |
| Admin fee / account holder | $706 | $2,432-71.0% | $2,825-75.0% | $6,940-89.8% |