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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 | $42,088 | $40,566+3.8% | $96,754-56.5% | $64,728-35.0% |
| Participation rate | 23.6% | 24.8%-1.2pp | 70.3%-46.7pp | 57.9%-34.3pp |
| Annual return | 26.02% | 93.20%-67.2pp | 82.04%-56.0pp | 49.38%-23.4pp |
| Employer contribution / active EE | $32 | $808-96.0% | $2,679-98.8% | $2,243-98.6% |
| Participant deferral / active EE | $2,644 | $933+183.5% | $4,758-44.4% | $2,729-3.1% |
| Admin fee / account holder | $3,847 | $2,770+38.9% | $8,905-56.8% | $1,145+235.9% |