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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 | $36,504 | $29,319+24.5% | $52,425-30.4% | $82,448-55.7% |
| Participation rate | 14.7% | 46.9%-32.1pp | 55.6%-40.9pp | 68.1%-53.4pp |
| Annual return | 17.60% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $488 | $1,171-58.4% | $1,790-72.8% | $4,139-88.2% |
| Admin fee / account holder | $748 | $1,962-61.9% | $2,495-70.0% | $7,234-89.7% |