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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 | $49,723 | $48,364+2.8% | $71,796-30.7% | $62,881-20.9% |
| Participation rate | 41.2% | 60.6%-19.4pp | 69.1%-27.9pp | 69.3%-28.1pp |
| Annual return | 7.98% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,008 | $2,091-4.0% | $2,794-28.2% | $3,203-37.3% |
| Admin fee / account holder | $568 | $3,771-84.9% | $4,815-88.2% | $4,296-86.8% |