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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 | $162,156 | $72,177+124.7% | $115,038+41.0% | $59,633+171.9% |
| Participation rate | 12.9% | 72.6%-59.7pp | 81.4%-68.5pp | 68.7%-55.8pp |
| Annual return | -1.51% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,710 | $4,783-22.4% | $6,026-38.4% | $3,192+16.2% |
| Admin fee / account holder | $13,240 | $4,927+168.7% | $8,175+62.0% | $4,297+208.1% |