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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 | $22,442 | $53,128-57.8% | $86,581-74.1% | $70,124-68.0% |
| Participation rate | 67.3% | 65.3%+2.0pp | 73.5%-6.2pp | 69.5%-2.2pp |
| Annual return | 13.79% | 27.66%-13.9pp | 965.06%-951.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $126 | $2,068-93.9% | $2,840-95.6% | $2,342-94.6% |
| Participant deferral / active EE | $1,168 | $2,695-56.7% | $3,609-67.6% | $3,332-64.9% |
| Admin fee / account holder | $990 | $3,584-72.4% | $4,904-79.8% | $4,645-78.7% |