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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 | $65,136 | $48,364+34.7% | $71,796-9.3% | $62,881+3.6% |
| Participation rate | 58.6% | 60.6%-2.0pp | 69.1%-10.5pp | 69.3%-10.7pp |
| Annual return | 6.07% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,082 | $2,091-0.5% | $2,794-25.5% | $3,203-35.0% |
| Admin fee / account holder | $708 | $3,771-81.2% | $4,815-85.3% | $4,296-83.5% |