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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 | $62,657 | $29,051+115.7% | $52,425+19.5% | $67,986-7.8% |
| Participation rate | 10.5% | 30.4%-20.0pp | 55.6%-45.1pp | 57.2%-46.7pp |
| Annual return | 14.87% | 24.00%-9.1pp | 302.12%-287.2pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $198 | $873-77.4% | $1,790-89.0% | $3,358-94.1% |
| Admin fee / account holder | $1,304 | $2,113-38.3% | $2,495-47.7% | $3,203-59.3% |