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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 | $34,908 | $36,595-4.6% | $88,179-60.4% | $71,012-50.8% |
| Participation rate | 8.0% | 29.2%-21.2pp | 69.1%-61.2pp | 58.6%-50.6pp |
| Annual return | 13.31% | 61.46%-48.2pp | 64.97%-51.7pp | 37.67%-24.4pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $497 | $1,195-58.4% | $4,614-89.2% | $3,246-84.7% |
| Admin fee / account holder | $392 | $2,755-85.8% | $7,673-94.9% | $1,167-66.4% |