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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 | $80,865 | $45,043+79.5% | $85,063-4.9% | $74,400+8.7% |
| Participation rate | 14.6% | 49.4%-34.7pp | 67.5%-52.9pp | 67.2%-52.6pp |
| Annual return | 14.98% | 26.26%-11.3pp | 66.54%-51.6pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $878 | $2,733-67.9% | $4,523-80.6% | $4,348-79.8% |
| Admin fee / account holder | $1,830 | $2,210-17.2% | $6,155-70.3% | $1,944-5.9% |