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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 | $84,010 | $48,364+73.7% | $71,796+17.0% | $62,881+33.6% |
| Participation rate | 68.8% | 60.6%+8.1pp | 69.1%-0.4pp | 69.3%-0.6pp |
| Annual return | 7.22% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,182 | $2,091+4.3% | $2,794-21.9% | $3,203-31.9% |
| Admin fee / account holder | $682 | $3,771-81.9% | $4,815-85.8% | $4,296-84.1% |