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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 | $38,719 | $63,703-39.2% | $93,063-58.4% | $82,448-53.0% |
| Participation rate | 64.0% | 63.8%+0.2pp | 72.1%-8.1pp | 68.1%-4.1pp |
| Annual return | 17.30% | -775.43%+792.7pp | 34.15%-16.9pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,415 | $2,919+51.2% | $3,958+11.5% | $4,139+6.7% |
| Admin fee / account holder | $444 | $5,982-92.6% | $6,033-92.6% | $7,234-93.9% |