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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 | $54,729+0.4% | $86,235-36.3% | $71,529-23.2% |
| Participation rate | 30.3% | 60.1%-29.9pp | 69.0%-38.7pp | 67.9%-37.7pp |
| Annual return | 42.70% | 20.07%+22.6pp | 1170.03%-1127.3pp | 28.97%+13.7pp |
| Employer contribution / active EE | $238 | $1,267-81.2% | $2,381-90.0% | $2,590-90.8% |
| Participant deferral / active EE | $1,745 | $3,110-43.9% | $3,987-56.2% | $4,291-59.3% |
| Admin fee / account holder | $1,684 | $1,921-12.4% | $6,856-75.4% | $1,588+6.0% |