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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 | $97,725 | $65,566+49.0% | $86,235+13.3% | $75,177+30.0% |
| Participation rate | 38.6% | 60.5%-21.9pp | 69.0%-30.4pp | 67.2%-28.6pp |
| Annual return | 21.30% | 46.07%-24.8pp | 1170.03%-1148.7pp | 160.75%-139.5pp |
| Employer contribution / active EE | $59 | $1,553-96.2% | $2,381-97.5% | $2,671-97.8% |
| Participant deferral / active EE | $1,852 | $3,023-38.7% | $3,987-53.5% | $4,126-55.1% |
| Admin fee / account holder | $924 | $5,470-83.1% | $6,856-86.5% | $5,651-83.7% |