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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 | $56,040 | $100,060-44.0% | $149,721-62.6% | $70,126-20.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 15.83% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,057 | $3,661-71.1% | $5,444-80.6% | $2,343-54.9% |
| Participant deferral / active EE | $3,421 | $4,982-31.3% | $6,568-47.9% | $3,332+2.7% |
| Admin fee / account holder | $386 | $8,285-95.3% | $11,282-96.6% | $4,645-91.7% |