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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 | $61,789+29.2% | $97,167-17.8% | $80,874-1.3% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.7%-33.1pp | 67.6%-28.1pp |
| Annual return | 29.33% | -557.90%+587.2pp | 75.27%-45.9pp | 35.62%-6.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,938 | $3,028-36.0% | $4,264-54.6% | $4,297-54.9% |
| Admin fee / account holder | $728 | $5,168-85.9% | $5,650-87.1% | $6,935-89.5% |