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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 | $83,267 | $102,429-18.7% | $147,096-43.4% | $80,925+2.9% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 12.25% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $651 | $3,716-82.5% | $4,936-86.8% | $2,756-76.4% |
| Participant deferral / active EE | $3,096 | $6,649-53.4% | $8,071-61.6% | $4,299-28.0% |
| Admin fee / account holder | $1,108 | $7,957-86.1% | $13,005-91.5% | $6,940-84.0% |