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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 | $55,922 | $106,247-47.4% | $96,515-42.1% | $139,466-59.9% |
| Participation rate | 9.1% | 77.8%-68.8pp | 74.3%-65.3pp | 80.3%-71.2pp |
| Annual return | 31.58% | 38.47%-6.9pp | 35.73%-4.2pp | 373.66%-342.1pp |
| Employer contribution / active EE | $392 | $4,106-90.5% | $3,740-89.5% | $4,754-91.8% |
| Participant deferral / active EE | $2,130 | $5,456-61.0% | $4,880-56.3% | $6,712-68.3% |
| Admin fee / account holder | $956 | $7,885-87.9% | $6,735-85.8% | $11,409-91.6% |