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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 | $37,307 | $34,316+8.7% | $74,722-50.1% | $72,975-48.9% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 19.67% | 26.58%-6.9pp | 753.11%-733.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $752 | $1,272-40.9% | $1,963-61.7% | $3,608-79.2% |
| Admin fee / account holder | $2,303 | $2,125+8.4% | $3,335-30.9% | $5,124-55.1% |