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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 | $81,545 | $85,766-4.9% | $136,297-40.2% | $70,124+16.3% |
| Participation rate | 18.4% | 74.2%-55.8pp | 81.9%-63.5pp | 69.5%-51.2pp |
| Annual return | 15.04% | 31.45%-16.4pp | 5156.19%-5141.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $460 | $2,966-84.5% | $4,696-90.2% | $2,342-80.4% |
| Participant deferral / active EE | $2,242 | $5,051-55.6% | $6,247-64.1% | $3,332-32.7% |
| Admin fee / account holder | $20,791 | $5,420+283.6% | $9,244+124.9% | $4,645+347.6% |