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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 | $65,611 | $51,642+27.0% | $129,384-49.3% | $80,935-18.9% |
| Participation rate | 32.5% | 56.9%-24.4pp | 69.6%-37.1pp | 67.7%-35.1pp |
| Annual return | 12.60% | 20.78%-8.2pp | 9461.77%-9449.2pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,602 | $2,670-40.0% | $4,166-61.6% | $4,299-62.8% |
| Admin fee / account holder | $37,885 | $4,312+778.7% | $7,686+392.9% | $6,924+447.1% |