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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 | $112,467 | $58,275+93.0% | $81,844+37.4% | $80,935+39.0% |
| Participation rate | 38.5% | 63.5%-25.0pp | 72.4%-33.9pp | 67.7%-29.2pp |
| Annual return | 12.79% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $235 | $2,346-90.0% | $2,916-92.0% | $2,757-91.5% |
| Participant deferral / active EE | $1,174 | $3,285-64.3% | $4,323-72.8% | $4,299-72.7% |
| Admin fee / account holder | $4,167 | $4,749-12.3% | $7,355-43.4% | $6,924-39.8% |