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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 | $159,800 | $97,125+64.5% | $86,233+85.3% | $137,256+16.4% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.0%-57.9pp | 80.0%-68.8pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $71 | $2,841-97.5% | $2,504-97.2% | $4,156-98.3% |
| Participant deferral / active EE | $1,414 | $5,180-72.7% | $4,559-69.0% | $6,407-77.9% |
| Admin fee / account holder | $993 | $9,725-89.8% | $8,342-88.1% | $12,270-91.9% |