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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 | $106,951 | $54,679+95.6% | $76,119+40.5% | $74,459+43.6% |
| Participation rate | 22.7% | 60.3%-37.7pp | 69.1%-46.4pp | 67.2%-44.6pp |
| Annual return | 13.21% | 31.90%-18.7pp | 361.25%-348.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,441 | $3,072-53.1% | $4,259-66.2% | $4,350-66.9% |
| Admin fee / account holder | $3,870 | $2,238+72.9% | $6,421-39.7% | $1,945+99.0% |