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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 | $85,721 | $49,280+73.9% | $67,313+27.3% | $64,173+33.6% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | 4023.60% | -1.39%+4025.0pp | -4.08%+4027.7pp | 7.63%+4016.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,980 | $2,484+20.0% | $3,568-16.5% | $3,470-14.1% |
| Admin fee / account holder | $6,397 | $3,863+65.6% | $4,507+42.0% | $4,887+30.9% |