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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 | $85,377 | $65,246+30.9% | $98,716-13.5% | $67,986+25.6% |
| Participation rate | 0.0% | 51.4%-51.4pp | 69.3%-69.3pp | 57.2%-57.2pp |
| Annual return | 14.42% | 20.58%-6.2pp | 31.81%-17.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $186 | $1,042-82.1% | $2,279-91.8% | $2,019-90.8% |
| Participant deferral / active EE | $1,351 | $2,594-47.9% | $4,048-66.6% | $3,358-59.8% |
| Admin fee / account holder | $5,579 | $4,561+22.3% | $8,703-35.9% | $3,203+74.2% |