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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 | $86,501 | $54,717+58.1% | $86,216+0.3% | $71,511+21.0% |
| Participation rate | 43.7% | 60.1%-16.4pp | 69.0%-25.3pp | 67.9%-24.2pp |
| Annual return | 14.67% | 20.07%-5.4pp | 1169.42%-1154.7pp | 28.86%-14.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,573 | $3,110-17.3% | $3,986-35.4% | $4,291-40.0% |
| Admin fee / account holder | $2,301 | $1,922+19.7% | $6,853-66.4% | $1,588+44.9% |