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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 | $59,926 | $77,788-23.0% | $119,126-49.7% | $64,728-7.4% |
| Participation rate | 17.5% | 69.4%-51.9pp | 75.8%-58.3pp | 57.9%-40.4pp |
| Annual return | 21.68% | 13.19%+8.5pp | 282.11%-260.4pp | 49.38%-27.7pp |
| Employer contribution / active EE | $795 | $4,031-80.3% | $4,034-80.3% | $2,243-64.5% |
| Participant deferral / active EE | $1,318 | $2,599-49.3% | $5,318-75.2% | $2,729-51.7% |
| Admin fee / account holder | $1,047 | $1,365-23.3% | $10,693-90.2% | $1,145-8.6% |