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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 | $73,149 | $68,681+6.5% | $86,615-15.5% | $85,847-14.8% |
| Participation rate | 52.5% | 66.4%-13.9pp | 71.6%-19.2pp | 69.3%-16.9pp |
| Annual return | 15.88% | 20.12%-4.2pp | 63.51%-47.6pp | 318.61%-302.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,573 | $2,919-11.8% | $3,699-30.4% | $3,952-34.9% |
| Admin fee / account holder | $7,675 | $5,974+28.5% | $5,830+31.7% | $6,261+22.6% |