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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 | $77,356 | $60,139+28.6% | $90,461-14.5% | $79,856-3.1% |
| Participation rate | 5.8% | 65.0%-59.2pp | 72.7%-66.9pp | 69.6%-63.8pp |
| Annual return | 16.06% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $153 | $2,069-92.6% | $3,264-95.3% | $2,471-93.8% |
| Participant deferral / active EE | $835 | $2,939-71.6% | $3,964-78.9% | $3,741-77.7% |
| Admin fee / account holder | $1,070 | $3,978-73.1% | $5,617-81.0% | $5,306-79.8% |