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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 | $67,938 | $48,364+40.5% | $71,796-5.4% | $62,881+8.0% |
| Participation rate | 32.6% | 60.6%-28.1pp | 69.1%-36.6pp | 69.3%-36.7pp |
| Annual return | 13.70% | 13.16%+0.5pp | 78.04%-64.3pp | 20.14%-6.4pp |
| Employer contribution / active EE | $40 | $1,042-96.1% | $1,924-97.9% | $2,281-98.2% |
| Participant deferral / active EE | $1,685 | $2,091-19.4% | $2,794-39.7% | $3,203-47.4% |
| Admin fee / account holder | $1,922 | $3,771-49.0% | $4,815-60.1% | $4,296-55.3% |