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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 | $83,687 | $85,766-2.4% | $136,298-38.6% | $70,126+19.3% |
| Participation rate | 62.2% | 74.2%-11.9pp | 81.9%-19.7pp | 69.5%-7.3pp |
| Annual return | 15.44% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $503 | $2,966-83.0% | $4,696-89.3% | $2,343-78.5% |
| Participant deferral / active EE | $2,574 | $5,051-49.1% | $6,247-58.8% | $3,332-22.8% |
| Admin fee / account holder | $435 | $5,421-92.0% | $9,244-95.3% | $4,645-90.6% |