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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 | $79,315 | $88,203-10.1% | $165,100-52.0% | $74,478+6.5% |
| Participation rate | 43.0% | 73.1%-30.1pp | 78.6%-35.6pp | 67.2%-24.2pp |
| Annual return | 13.67% | 17.13%-3.5pp | 70.21%-56.5pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $632 | $2,601-75.7% | $4,348-85.5% | $2,626-75.9% |
| Participant deferral / active EE | $5,523 | $4,505+22.6% | $6,035-8.5% | $4,350+27.0% |
| Admin fee / account holder | $609 | $2,235-72.7% | $12,696-95.2% | $1,946-68.7% |