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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 | $85,034 | $56,197+51.3% | $67,652+25.7% | $59,633+42.6% |
| Participation rate | 42.6% | 71.5%-28.9pp | 75.7%-33.1pp | 68.7%-26.1pp |
| Annual return | 0.61% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $306 | $1,615-81.0% | $2,266-86.5% | $2,203-86.1% |
| Participant deferral / active EE | $2,174 | $2,844-23.5% | $3,560-38.9% | $3,192-31.9% |
| Admin fee / account holder | $3,351 | $3,958-15.3% | $4,821-30.5% | $4,297-22.0% |