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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 | $62,405 | $54,679+14.1% | $76,119-18.0% | $74,459-16.2% |
| Participation rate | 30.9% | 60.3%-29.4pp | 69.1%-38.1pp | 67.2%-36.3pp |
| Annual return | 11.18% | 31.90%-20.7pp | 361.25%-350.1pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $216 | $1,781-87.9% | $2,693-92.0% | $2,626-91.8% |
| Participant deferral / active EE | $1,338 | $3,072-56.5% | $4,259-68.6% | $4,350-69.2% |
| Admin fee / account holder | $1,057 | $2,238-52.8% | $6,421-83.5% | $1,945-45.6% |