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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 | $90,719 | $48,284+87.9% | $67,524+34.4% | $80,911+12.1% |
| Participation rate | 44.0% | 66.4%-22.4pp | 72.9%-28.9pp | 67.6%-23.6pp |
| Annual return | 12.46% | 18.27%-5.8pp | 3519.41%-3506.9pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,576 | $2,927-46.1% | $4,001-60.6% | $4,297-63.3% |
| Admin fee / account holder | $860 | $3,688-76.7% | $4,001-78.5% | $6,935-87.6% |