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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 | $32,936 | $29,319+12.3% | $52,425-37.2% | $82,448-60.1% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | 14.77% | 535.20%-520.4pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,098 | $1,171-6.2% | $1,790-38.7% | $4,139-73.5% |
| Admin fee / account holder | $593 | $1,962-69.8% | $2,495-76.2% | $7,234-91.8% |