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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 | $62,785 | $67,823-7.4% | $52,425+19.8% | $137,256-54.3% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 18.67% | 219.11%-200.4pp | 302.12%-283.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,071 | $2,288-53.2% | $1,790-40.2% | $6,407-83.3% |
| Admin fee / account holder | $793 | $2,844-72.1% | $2,495-68.2% | $12,270-93.5% |