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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 | $87,995 | $96,508-8.8% | $75,901+15.9% | $152,897-42.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 24.22% | 33.99%-9.8pp | 30.76%-6.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $313 | $3,310-90.5% | $2,501-87.5% | $4,764-93.4% |
| Participant deferral / active EE | $1,475 | $4,554-67.6% | $3,603-59.1% | $5,851-74.8% |
| Admin fee / account holder | $6,337 | $8,081-21.6% | $5,420+16.9% | $11,599-45.4% |