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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 | $108,472 | $102,422+5.9% | $147,117-26.3% | $80,959+34.0% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 14.44% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $586 | $3,717-84.2% | $4,932-88.1% | $2,757-78.7% |
| Participant deferral / active EE | $4,193 | $6,652-37.0% | $8,065-48.0% | $4,300-2.5% |
| Admin fee / account holder | $1,359 | $7,953-82.9% | $12,993-89.5% | $6,925-80.4% |