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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 | $80,360 | $99,652-19.4% | $78,778+2.0% | $147,586-45.6% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 14.02% | 47.28%-33.3pp | 35.62%-21.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $266 | $2,796-90.5% | $1,986-86.6% | $4,876-94.5% |
| Participant deferral / active EE | $1,508 | $3,664-58.8% | $2,958-49.0% | $5,439-72.3% |
| Admin fee / account holder | $35,035 | $7,155+389.6% | $5,134+582.4% | $10,886+221.8% |