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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 | $30,846 | $51,631-40.3% | $129,397-76.2% | $80,925-61.9% |
| Participation rate | 58.3% | 56.9%+1.4pp | 69.6%-11.3pp | 67.7%-9.3pp |
| Annual return | 17.79% | 20.77%-3.0pp | 9453.98%-9436.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,826 | $2,670+80.8% | $4,167+15.8% | $4,299+12.3% |
| Admin fee / account holder | $1,163 | $4,309-73.0% | $7,679-84.9% | $6,940-83.2% |