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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 | $87,077 | $106,918-18.6% | $84,021+3.6% | $152,897-43.0% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.5%-43.6pp |
| Annual return | 21.10% | 105.01%-83.9pp | 71.32%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $277 | $2,735-89.9% | $1,984-86.0% | $4,764-94.2% |
| Participant deferral / active EE | $1,678 | $4,012-58.2% | $3,239-48.2% | $5,851-71.3% |
| Admin fee / account holder | $681 | $8,288-91.8% | $6,102-88.8% | $11,599-94.1% |