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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 | $58,960 | $44,850+31.5% | $60,547-2.6% | $59,632-1.1% |
| Participation rate | 32.4% | 59.5%-27.1pp | 68.0%-35.6pp | 68.7%-36.3pp |
| Annual return | 1.45% | 1074.14%-1072.7pp | 335.64%-334.2pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $174 | $1,462-88.1% | $2,419-92.8% | $2,203-92.1% |
| Participant deferral / active EE | $1,096 | $2,230-50.9% | $3,328-67.1% | $3,192-65.7% |
| Admin fee / account holder | $4,937 | $3,635+35.8% | $4,536+8.8% | $4,297+14.9% |