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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 | $76,890 | $70,666+8.8% | $169,385-54.6% | $75,181+2.3% |
| Participation rate | 69.8% | 64.8%+5.1pp | 77.2%-7.3pp | 67.2%+2.6pp |
| Annual return | 25.67% | 36.37%-10.7pp | 405.82%-380.1pp | 160.69%-135.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,107 | $4,308+65.0% | $6,221+14.2% | $4,126+72.3% |
| Admin fee / account holder | $2,884 | $5,402-46.6% | $9,011-68.0% | $5,650-48.9% |