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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 | $102,896 | $78,694+30.8% | $67,652+52.1% | $125,389-17.9% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | 0.37% | 9.46%-9.1pp | 6625.40%-6625.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,667 | $4,292+32.0% | $3,560+59.2% | $5,352+5.9% |
| Admin fee / account holder | $102,424 | $7,403+1283.6% | $4,821+2024.6% | $9,541+973.5% |