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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 | $71,994 | $48,364+48.9% | $71,796+0.3% | $62,881+14.5% |
| Participation rate | 47.5% | 60.6%-13.1pp | 69.1%-21.6pp | 69.3%-21.8pp |
| Annual return | 8.96% | 13.16%-4.2pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,083 | $2,091-48.2% | $2,794-61.2% | $3,203-66.2% |
| Admin fee / account holder | $2,936 | $3,771-22.1% | $4,815-39.0% | $4,296-31.6% |