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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 | $68,884 | $56,060+22.9% | $76,002-9.4% | $80,874-14.8% |
| Participation rate | 22.4% | 62.0%-39.6pp | 69.1%-46.6pp | 67.6%-45.2pp |
| Annual return | 13.09% | 20.54%-7.4pp | 360.07%-347.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $109 | $1,873-94.2% | $2,688-95.9% | $2,756-96.0% |
| Participant deferral / active EE | $1,091 | $3,051-64.2% | $4,257-74.4% | $4,297-74.6% |
| Admin fee / account holder | $3,322 | $5,237-36.6% | $6,414-48.2% | $6,935-52.1% |