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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 | $130,962 | $49,896+162.5% | $80,627+62.4% | $75,173+74.2% |
| Participation rate | 9.8% | 55.3%-45.5pp | 67.0%-57.2pp | 67.2%-57.4pp |
| Annual return | 15.81% | 34.67%-18.9pp | 936.76%-921.0pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $951 | $2,992-68.2% | $4,443-78.6% | $4,126-76.9% |
| Admin fee / account holder | $7,684 | $3,578+114.8% | $5,381+42.8% | $5,651+36.0% |