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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 | $54,949 | $54,701+0.5% | $86,200-36.3% | $71,476-23.1% |
| Participation rate | 30.3% | 60.1%-29.9pp | 69.0%-38.7pp | 67.9%-37.7pp |
| Annual return | 42.70% | 20.06%+22.6pp | 1168.58%-1125.9pp | 28.85%+13.8pp |
| Employer contribution / active EE | $238 | $1,265-81.2% | $2,381-90.0% | $2,589-90.8% |
| Participant deferral / active EE | $1,745 | $3,108-43.9% | $3,986-56.2% | $4,290-59.3% |
| Admin fee / account holder | $1,684 | $1,922-12.4% | $6,853-75.4% | $1,587+6.1% |