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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 | $76,978 | $53,128+44.9% | $86,581-11.1% | $70,124+9.8% |
| Participation rate | 29.6% | 65.3%-35.7pp | 73.5%-43.9pp | 69.5%-39.9pp |
| Annual return | 22.20% | 27.66%-5.5pp | 965.06%-942.9pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,219 | $2,695-17.6% | $3,609-38.5% | $3,332-33.4% |
| Admin fee / account holder | $1,551 | $3,584-56.7% | $4,904-68.4% | $4,645-66.6% |