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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 | $56,432 | $48,570+16.2% | $130,660-56.8% | $72,975-22.7% |
| Participation rate | 51.5% | 58.6%-7.1pp | 71.7%-20.2pp | 69.5%-18.0pp |
| Annual return | 20.20% | 38.63%-18.4pp | 1709.29%-1689.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $273 | $1,334-79.5% | $4,092-93.3% | $2,440-88.8% |
| Participant deferral / active EE | $2,018 | $2,384-15.3% | $3,603-44.0% | $3,608-44.1% |
| Admin fee / account holder | $3,890 | $3,549+9.6% | $5,463-28.8% | $5,124-24.1% |