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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 | $58,057+213.8% | $97,032+87.7% | $86,983+109.4% |
| Participation rate | 0.0% | 60.4%-60.4pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 15.52% | 22.26%-6.7pp | 35.38%-19.9pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,129 | $3,244+88.9% | $4,672+31.2% | $4,194+46.1% |
| Admin fee / account holder | $3,737 | $4,839-22.8% | $9,418-60.3% | $7,856-52.4% |