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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 | $45,126+79.2% | $85,187-5.1% | $74,459+8.6% |
| Participation rate | 14.6% | 49.4%-34.7pp | 67.5%-52.9pp | 67.2%-52.6pp |
| Annual return | 14.98% | 26.30%-11.3pp | 66.67%-51.7pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $878 | $2,738-67.9% | $4,525-80.6% | $4,350-79.8% |
| Admin fee / account holder | $1,830 | $2,212-17.3% | $6,162-70.3% | $1,945-5.9% |