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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 | $51,184+68.8% | $66,439+30.0% | $86,983-0.7% |
| Participation rate | 30.6% | 68.5%-37.9pp | 74.5%-43.9pp | 69.5%-39.0pp |
| Annual return | 13.89% | 17.07%-3.2pp | 757.66%-743.8pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,671 | $2,927-8.8% | $3,876-31.1% | $4,194-36.3% |
| Admin fee / account holder | $7,475 | $4,154+79.9% | $6,173+21.1% | $7,856-4.8% |