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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 | $96,448 | $85,766+12.5% | $136,298-29.2% | $70,126+37.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 14.99% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $500 | $2,966-83.1% | $4,696-89.4% | $2,343-78.7% |
| Participant deferral / active EE | $4,945 | $5,051-2.1% | $6,247-20.8% | $3,332+48.4% |
| Admin fee / account holder | $1,276 | $5,421-76.5% | $9,244-86.2% | $4,645-72.5% |