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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 | $134,471 | $54,717+145.8% | $86,209+56.0% | $71,495+88.1% |
| Participation rate | 30.3% | 60.1%-29.8pp | 69.0%-38.7pp | 67.9%-37.7pp |
| Annual return | 14.88% | 20.07%-5.2pp | 1169.05%-1154.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,911 | $3,110-38.6% | $3,986-52.1% | $4,291-55.5% |
| Admin fee / account holder | $1,629 | $1,922-15.2% | $6,853-76.2% | $1,588+2.6% |