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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 | $86,399 | $55,457+55.8% | $77,361+11.7% | $94,015-8.1% |
| Participation rate | 30.6% | 69.8%-39.3pp | 75.0%-44.4pp | 70.8%-40.3pp |
| Annual return | 13.89% | 15.57%-1.7pp | 1011.54%-997.6pp | 17.84%-4.0pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,671 | $3,069-13.0% | $3,911-31.7% | $4,249-37.1% |
| Admin fee / account holder | $7,475 | $4,334+72.5% | $5,894+26.8% | $8,951-16.5% |