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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 | $89,727 | $85,171+5.3% | $172,752-48.1% | $72,975+23.0% |
| Participation rate | 36.6% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 19.25% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $138 | $3,324-95.8% | $5,144-97.3% | $2,440-94.3% |
| Participant deferral / active EE | $1,950 | $3,260-40.2% | $5,198-62.5% | $3,608-45.9% |
| Admin fee / account holder | $921 | $5,880-84.3% | $13,955-93.4% | $5,124-82.0% |