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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 | $63,851 | $22,602+182.5% | $65,583-2.6% | $75,177-15.1% |
| Participation rate | 52.3% | 63.1%-10.7pp | 65.0%-12.6pp | 67.2%-14.9pp |
| Annual return | 20.41% | 71.13%-50.7pp | 47.46%-27.1pp | 160.75%-140.3pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,823 | $1,695+7.6% | $2,833-35.7% | $4,126-55.8% |
| Admin fee / account holder | $1,033 | $1,877-45.0% | $4,112-74.9% | $5,651-81.7% |