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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 | $82,012 | $101,063-18.9% | $81,473+0.7% | $147,586-44.4% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 22.41% | 32.41%-10.0pp | 38.78%-16.4pp | 578.59%-556.2pp |
| Employer contribution / active EE | $72 | $3,206-97.7% | $2,568-97.2% | $4,876-98.5% |
| Participant deferral / active EE | $724 | $4,242-82.9% | $3,537-79.5% | $5,439-86.7% |
| Admin fee / account holder | $1,308 | $5,812-77.5% | $4,561-71.3% | $10,886-88.0% |