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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 | $73,616 | $85,766-14.2% | $136,298-46.0% | $70,126+5.0% |
| Participation rate | 52.5% | 74.2%-21.7pp | 81.9%-29.5pp | 69.5%-17.1pp |
| Annual return | 18.46% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $457 | $2,966-84.6% | $4,696-90.3% | $2,343-80.5% |
| Participant deferral / active EE | $5,294 | $5,051+4.8% | $6,247-15.3% | $3,332+58.9% |
| Admin fee / account holder | $3,187 | $5,421-41.2% | $9,244-65.5% | $4,645-31.4% |