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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 | $92,484 | $30,732+200.9% | $59,496+55.4% | $59,633+55.1% |
| Participation rate | 24.0% | 43.2%-19.2pp | 54.6%-30.6pp | 68.7%-44.7pp |
| Annual return | 2.24% | 4.47%-2.2pp | 182.05%-179.8pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,953 | $1,183+65.1% | $1,829+6.8% | $3,192-38.8% |
| Admin fee / account holder | $5,691 | $2,136+166.4% | $2,232+154.9% | $4,297+32.5% |