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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 | $127,563 | $85,766+48.7% | $136,298-6.4% | $70,126+81.9% |
| Participation rate | 45.6% | 74.2%-28.6pp | 81.9%-36.4pp | 69.5%-24.0pp |
| Annual return | 20.02% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $439 | $2,966-85.2% | $4,696-90.6% | $2,343-81.2% |
| Participant deferral / active EE | $3,433 | $5,051-32.0% | $6,247-45.0% | $3,332+3.0% |
| Admin fee / account holder | $11,197 | $5,421+106.6% | $9,244+21.1% | $4,645+141.0% |