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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 | $57,096 | $48,570+17.6% | $130,660-56.3% | $72,976-21.8% |
| Participation rate | 54.2% | 58.6%-4.4pp | 71.7%-17.6pp | 69.5%-15.3pp |
| Annual return | 19.98% | 38.63%-18.7pp | 1709.29%-1689.3pp | 81.02%-61.0pp |
| Employer contribution / active EE | $277 | $1,334-79.3% | $4,092-93.2% | $2,440-88.7% |
| Participant deferral / active EE | $2,276 | $2,384-4.5% | $3,603-36.8% | $3,608-36.9% |
| Admin fee / account holder | $1,137 | $3,549-68.0% | $5,463-79.2% | $5,124-77.8% |