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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 | $79,846 | $61,815+29.2% | $97,295-17.9% | $80,959-1.4% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.7%-33.1pp | 67.7%-28.1pp |
| Annual return | 29.33% | -558.73%+588.1pp | 75.62%-46.3pp | 35.67%-6.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,938 | $3,027-36.0% | $4,264-54.6% | $4,300-54.9% |
| Admin fee / account holder | $728 | $5,166-85.9% | $5,646-87.1% | $6,925-89.5% |