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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 | $81,586 | $85,766-4.9% | $136,297-40.1% | $70,124+16.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 19.48% | 31.45%-12.0pp | 5156.19%-5136.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $118 | $2,966-96.0% | $4,696-97.5% | $2,342-95.0% |
| Participant deferral / active EE | $5,980 | $5,051+18.4% | $6,247-4.3% | $3,332+79.5% |
| Admin fee / account holder | $1,497 | $5,420-72.4% | $9,244-83.8% | $4,645-67.8% |