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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 | $63,377 | $61,125+3.7% | $94,057-32.6% | $87,485-27.6% |
| Participation rate | 23.9% | 64.1%-40.2pp | 73.3%-49.5pp | 68.9%-45.1pp |
| Annual return | 16.32% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,592 | $3,260-20.5% | $4,709-45.0% | $4,274-39.3% |
| Admin fee / account holder | $838 | $5,629-85.1% | $7,244-88.4% | $7,775-89.2% |