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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 | $57,461 | $91,037-36.9% | $71,671-19.8% | $147,586-61.1% |
| Participation rate | 23.5% | 76.1%-52.6pp | 68.7%-45.2pp | 82.8%-59.3pp |
| Annual return | 21.86% | 20.48%+1.4pp | 20.65%+1.2pp | 578.59%-556.7pp |
| Employer contribution / active EE | $65 | $3,327-98.1% | $2,460-97.4% | $4,876-98.7% |
| Participant deferral / active EE | $2,271 | $4,498-49.5% | $3,438-33.9% | $5,439-58.2% |
| Admin fee / account holder | $4,562 | $8,613-47.0% | $5,558-17.9% | $10,886-58.1% |