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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 | $117,949 | $48,570+142.8% | $130,660-9.7% | $72,975+61.6% |
| Participation rate | 14.8% | 58.6%-43.8pp | 71.7%-56.9pp | 69.5%-54.7pp |
| Annual return | 23.26% | 38.63%-15.4pp | 1709.29%-1686.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,278 | $2,384-46.4% | $3,603-64.5% | $3,608-64.6% |
| Admin fee / account holder | $7,522 | $3,549+111.9% | $5,463+37.7% | $5,124+46.8% |