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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 | $80,134 | $85,766-6.6% | $136,298-41.2% | $70,126+14.3% |
| Participation rate | 44.9% | 74.2%-29.3pp | 81.9%-37.0pp | 69.5%-24.6pp |
| Annual return | 22.06% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $5 | $2,966-99.8% | $4,696-99.9% | $2,343-99.8% |
| Participant deferral / active EE | $2,214 | $5,051-56.2% | $6,247-64.6% | $3,332-33.5% |
| Admin fee / account holder | $4,755 | $5,421-12.3% | $9,244-48.6% | $4,645+2.4% |