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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 | $140,251 | $85,766+63.5% | $136,298+2.9% | $70,126+100.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 29.16% | 31.46%-2.3pp | 5156.27%-5127.1pp | 73.15%-44.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,486 | $5,051-31.0% | $6,247-44.2% | $3,332+4.6% |
| Admin fee / account holder | $2,996 | $5,421-44.7% | $9,244-67.6% | $4,645-35.5% |