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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 | $47,479+82.0% | $62,929+37.3% | $82,448+4.8% |
| Participation rate | 30.6% | 66.9%-36.3pp | 73.1%-42.6pp | 68.1%-37.5pp |
| Annual return | 13.89% | 20.34%-6.5pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,671 | $2,870-6.9% | $3,888-31.3% | $4,139-35.5% |
| Admin fee / account holder | $7,475 | $3,804+96.5% | $5,065+47.6% | $7,234+3.3% |