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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 | $86,030 | $98,240-12.4% | $82,312+4.5% | $147,586-41.7% |
| Participation rate | 12.5% | 79.7%-67.2pp | 76.9%-64.4pp | 82.8%-70.3pp |
| Annual return | 15.59% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $125 | $3,192-96.1% | $2,428-94.9% | $4,876-97.4% |
| Participant deferral / active EE | $3,000 | $4,383-31.6% | $3,706-19.1% | $5,439-44.8% |
| Admin fee / account holder | $3,389 | $8,563-60.4% | $5,608-39.6% | $10,886-68.9% |