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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 | $53,924 | $47,479+13.6% | $62,929-14.3% | $82,448-34.6% |
| Participation rate | 22.4% | 66.9%-44.5pp | 73.1%-50.7pp | 68.1%-45.7pp |
| Annual return | 16.21% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,604 | $2,870+25.5% | $3,888-7.3% | $4,139-12.9% |
| Admin fee / account holder | $1,045 | $3,804-72.5% | $5,065-79.4% | $7,234-85.6% |