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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 | $77,819 | $100,041-22.2% | $149,718-48.0% | $70,131+11.0% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.1%-25.5pp | 69.5%-8.0pp |
| Annual return | 20.47% | 27.43%-7.0pp | 1501.70%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $938 | $3,662-74.4% | $5,444-82.8% | $2,342-59.9% |
| Participant deferral / active EE | $4,357 | $4,983-12.5% | $6,568-33.7% | $3,332+30.8% |
| Admin fee / account holder | $336 | $8,286-95.9% | $11,283-97.0% | $4,645-92.8% |