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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 | $135,501 | $51,638+162.4% | $68,368+98.2% | $82,448+64.3% |
| Participation rate | 7.1% | 63.6%-56.5pp | 73.8%-66.6pp | 68.1%-60.9pp |
| Annual return | 21.37% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,151 | $2,914-60.5% | $4,123-72.1% | $4,139-72.2% |
| Admin fee / account holder | $1,379 | $4,643-70.3% | $5,150-73.2% | $7,234-80.9% |