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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 | $53,473 | $96,731-44.7% | $123,973-56.9% | $86,983-38.5% |
| Participation rate | 65.5% | 70.0%-4.5pp | 76.7%-11.1pp | 69.5%-4.0pp |
| Annual return | 18.58% | 17.33%+1.3pp | 388.13%-369.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $623 | $3,297-81.1% | $4,126-84.9% | $2,584-75.9% |
| Participant deferral / active EE | $9,152 | $4,152+120.4% | $5,247+74.4% | $4,194+118.2% |
| Admin fee / account holder | $2,459 | $8,722-71.8% | $11,799-79.2% | $7,856-68.7% |