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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 | $182,163 | $57,590+216.3% | $86,233+111.2% | $82,448+120.9% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.0%-69.0pp | 68.1%-68.1pp |
| Annual return | 15.52% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,129 | $3,080+99.0% | $4,559+34.4% | $4,139+48.1% |
| Admin fee / account holder | $3,737 | $4,730-21.0% | $8,342-55.2% | $7,234-48.3% |