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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 | $113,248 | $23,330+385.4% | $64,489+75.6% | $82,448+37.4% |
| Participation rate | 24.2% | 68.3%-44.0pp | 67.7%-43.5pp | 68.1%-43.8pp |
| Annual return | 15.47% | 83.66%-68.2pp | 55.03%-39.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,280 | $1,707-25.0% | $2,778-53.9% | $4,139-69.1% |
| Admin fee / account holder | $1,814 | $2,946-38.4% | $4,260-57.4% | $7,234-74.9% |