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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 | $80,756 | $48,364+67.0% | $71,796+12.5% | $62,881+28.4% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 7.63% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $88 | $1,042-91.6% | $1,924-95.4% | $2,281-96.2% |
| Participant deferral / active EE | $1,726 | $2,091-17.5% | $2,794-38.2% | $3,203-46.1% |
| Admin fee / account holder | $3,055 | $3,771-19.0% | $4,815-36.5% | $4,296-28.9% |