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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 | $39,523 | $29,667+33.2% | $56,441-30.0% | $80,874-51.1% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.6%-45.0pp |
| Annual return | 15.77% | 35.22%-19.5pp | 1704.21%-1688.4pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,250 | $1,227+1.9% | $1,953-36.0% | $4,297-70.9% |
| Admin fee / account holder | $1,728 | $2,429-28.9% | $2,829-38.9% | $6,935-75.1% |