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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 | $130,699 | $56,116+132.9% | $135,768-3.7% | $86,983+50.3% |
| Participation rate | 32.0% | 60.1%-28.1pp | 71.1%-39.1pp | 69.5%-37.5pp |
| Annual return | 11.77% | 125.33%-113.6pp | 526.10%-514.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,255 | $2,690-16.1% | $3,977-43.3% | $4,194-46.2% |
| Admin fee / account holder | $41,865 | $4,314+870.5% | $7,048+494.0% | $7,856+432.9% |