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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 | $77,237 | $34,316+125.1% | $74,722+3.4% | $72,975+5.8% |
| Participation rate | 26.8% | 42.4%-15.6pp | 54.5%-27.6pp | 69.5%-42.7pp |
| Annual return | 17.97% | 26.58%-8.6pp | 753.11%-735.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,132 | $1,272-11.0% | $1,963-42.3% | $3,608-68.6% |
| Admin fee / account holder | $656 | $2,125-69.1% | $3,335-80.3% | $5,124-87.2% |