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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 | $70,485 | $51,649+36.5% | $124,206-43.3% | $64,097+10.0% |
| Participation rate | 22.8% | 45.2%-22.4pp | 69.6%-46.8pp | 55.2%-32.4pp |
| Annual return | 28.44% | 19.98%+8.5pp | 515.27%-486.8pp | 34.64%-6.2pp |
| Employer contribution / active EE | $168 | $1,057-84.1% | $3,540-95.2% | $1,891-91.1% |
| Participant deferral / active EE | $1,221 | $2,165-43.6% | $3,968-69.2% | $3,080-60.3% |
| Admin fee / account holder | $3,782 | $4,237-10.7% | $5,929-36.2% | $3,454+9.5% |