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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 | $69,229 | $65,395+5.9% | $182,531-62.1% | $72,983-5.1% |
| Participation rate | 54.3% | 65.4%-11.1pp | 78.0%-23.7pp | 69.5%-15.2pp |
| Annual return | 21.27% | 27.68%-6.4pp | 148.57%-127.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,120 | $3,563-12.4% | $5,525-43.5% | $3,608-13.5% |
| Admin fee / account holder | $621 | $4,245-85.4% | $8,593-92.8% | $5,124-87.9% |