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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 | $182,018 | $55,889+225.7% | $76,119+139.1% | $80,935+124.9% |
| Participation rate | 17.9% | 62.1%-44.2pp | 69.1%-51.2pp | 67.7%-49.8pp |
| Annual return | 11.33% | 20.58%-9.2pp | 361.25%-349.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,459 | $3,051-52.2% | $4,259-65.7% | $4,299-66.1% |
| Admin fee / account holder | $21,929 | $5,241+318.4% | $6,421+241.5% | $6,924+216.7% |