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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 | $71,363 | $100,060-28.7% | $149,721-52.3% | $70,126+1.8% |
| Participation rate | 40.0% | 83.6%-43.6pp | 87.1%-47.1pp | 69.5%-29.5pp |
| Annual return | 16.30% | 27.46%-11.2pp | 1501.67%-1485.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $791 | $3,661-78.4% | $5,444-85.5% | $2,343-66.2% |
| Participant deferral / active EE | $2,337 | $4,982-53.1% | $6,568-64.4% | $3,332-29.8% |
| Admin fee / account holder | $840 | $8,285-89.9% | $11,282-92.6% | $4,645-81.9% |