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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 | $60,502 | $60,128+0.6% | $90,440-33.1% | $79,852-24.2% |
| Participation rate | 32.9% | 65.0%-32.1pp | 72.7%-39.8pp | 69.6%-36.8pp |
| Annual return | 15.85% | 71.95%-56.1pp | 1294.38%-1278.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,003 | $2,939-31.8% | $3,964-49.5% | $3,740-46.4% |
| Admin fee / account holder | $945 | $3,977-76.2% | $5,615-83.2% | $5,306-82.2% |