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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 | $64,380 | $55,902+15.2% | $76,030-15.3% | $80,959-20.5% |
| Participation rate | 17.2% | 62.1%-44.9pp | 69.1%-51.9pp | 67.7%-50.5pp |
| Annual return | 11.18% | 20.59%-9.4pp | 361.54%-350.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $211 | $1,867-88.7% | $2,688-92.2% | $2,757-92.4% |
| Participant deferral / active EE | $1,060 | $3,051-65.3% | $4,257-75.1% | $4,300-75.4% |
| Admin fee / account holder | $5,496 | $5,239+4.9% | $6,421-14.4% | $6,925-20.6% |