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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 | $83,434 | $100,041-16.6% | $149,718-44.3% | $70,131+19.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 13.26% | 27.43%-14.2pp | 1501.70%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $924 | $3,662-74.8% | $5,444-83.0% | $2,342-60.6% |
| Participant deferral / active EE | $5,880 | $4,983+18.0% | $6,568-10.5% | $3,332+76.5% |
| Admin fee / account holder | $15,642 | $8,286+88.8% | $11,283+38.6% | $4,645+236.7% |