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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 | $33,655 | $34,316-1.9% | $74,723-55.0% | $72,976-53.9% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 17.72% | 26.58%-8.9pp | 753.18%-735.5pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,200 | $1,272-5.6% | $1,962-38.8% | $3,608-66.7% |
| Admin fee / account holder | $555 | $2,125-73.9% | $3,335-83.3% | $5,124-89.2% |