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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 | $62,672 | $48,337+29.7% | $67,560-7.2% | $80,959-22.6% |
| Participation rate | 14.0% | 66.4%-52.5pp | 72.9%-59.0pp | 67.7%-53.7pp |
| Annual return | 12.08% | 18.26%-6.2pp | 3533.50%-3521.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,187 | $2,928-25.3% | $4,004-45.4% | $4,300-49.1% |
| Admin fee / account holder | $1,193 | $3,695-67.7% | $3,994-70.1% | $6,925-82.8% |