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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 | $65,108 | $23,330+179.1% | $64,489+1.0% | $82,448-21.0% |
| Participation rate | 48.1% | 68.3%-20.1pp | 67.7%-19.5pp | 68.1%-19.9pp |
| Annual return | 16.59% | 83.66%-67.1pp | 55.03%-38.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $114 | $824-86.2% | $1,523-92.5% | $2,551-95.5% |
| Participant deferral / active EE | $3,015 | $1,707+76.6% | $2,778+8.5% | $4,139-27.2% |
| Admin fee / account holder | $11,079 | $2,946+276.1% | $4,260+160.1% | $7,234+53.1% |