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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 | $106,472 | $34,316+210.3% | $74,722+42.5% | $72,975+45.9% |
| Participation rate | 23.7% | 42.4%-18.7pp | 54.5%-30.7pp | 69.5%-45.8pp |
| Annual return | 20.55% | 26.58%-6.0pp | 753.11%-732.6pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $433 | $1,272-65.9% | $1,963-77.9% | $3,608-88.0% |
| Admin fee / account holder | $2,672 | $2,125+25.8% | $3,335-19.9% | $5,124-47.9% |