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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 | $78,452 | $55,930+40.3% | $76,089+3.1% | $80,925-3.1% |
| Participation rate | 15.4% | 62.1%-46.7pp | 69.1%-53.7pp | 67.7%-52.3pp |
| Annual return | 211.56% | 20.58%+191.0pp | 360.94%-149.4pp | 35.65%+175.9pp |
| Employer contribution / active EE | $274 | $1,866-85.3% | $2,690-89.8% | $2,756-90.1% |
| Participant deferral / active EE | $1,876 | $3,051-38.5% | $4,259-56.0% | $4,299-56.4% |
| Admin fee / account holder | $1,059 | $5,241-79.8% | $6,418-83.5% | $6,940-84.7% |