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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 | $50,571 | $152,612-66.9% | $125,192-59.6% | $152,897-66.9% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 16.21% | 54.85%-38.6pp | 43.79%-27.6pp | 345.43%-329.2pp |
| Employer contribution / active EE | $738 | $4,947-85.1% | $3,866-80.9% | $4,764-84.5% |
| Participant deferral / active EE | $2,500 | $5,868-57.4% | $4,937-49.4% | $5,851-57.3% |
| Admin fee / account holder | $10,504 | $13,437-21.8% | $9,704+8.3% | $11,599-9.4% |