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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 | $75,335 | $47,105+59.9% | $68,368+10.2% | $67,986+10.8% |
| Participation rate | 29.1% | 51.8%-22.7pp | 73.8%-44.6pp | 57.2%-28.1pp |
| Annual return | 15.84% | 48.37%-32.5pp | 292.57%-276.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $789 | $2,374-66.8% | $4,123-80.9% | $3,358-76.5% |
| Admin fee / account holder | $9,985 | $2,435+310.1% | $5,150+93.9% | $3,203+211.7% |