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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 | $64,644 | $102,429-36.9% | $147,096-56.1% | $80,925-20.1% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 18.58% | 135.02%-116.4pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $572 | $3,716-84.6% | $4,936-88.4% | $2,756-79.2% |
| Participant deferral / active EE | $5,249 | $6,649-21.0% | $8,071-35.0% | $4,299+22.1% |
| Admin fee / account holder | $1,018 | $7,957-87.2% | $13,005-92.2% | $6,940-85.3% |