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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 | $84,151 | $100,033-15.9% | $149,716-43.8% | $70,124+20.0% |
| Participation rate | 52.2% | 83.6%-31.4pp | 87.1%-34.9pp | 69.5%-17.4pp |
| Annual return | 15.71% | 27.43%-11.7pp | 1501.67%-1486.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $124 | $3,661-96.6% | $5,444-97.7% | $2,342-94.7% |
| Participant deferral / active EE | $2,712 | $4,982-45.6% | $6,568-58.7% | $3,332-18.6% |
| Admin fee / account holder | $6,831 | $8,285-17.6% | $11,282-39.5% | $4,645+47.0% |