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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 | $65,906 | $42,546+54.9% | $71,796-8.2% | $55,167+19.5% |
| Participation rate | 17.4% | 59.1%-41.7pp | 69.1%-51.7pp | 69.0%-51.6pp |
| Annual return | 6.44% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,207 | $2,064-41.5% | $2,794-56.8% | $3,054-60.5% |
| Admin fee / account holder | $369 | $650-43.2% | $4,815-92.3% | $504-26.8% |