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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 | $73,572 | $49,976+47.2% | $66,674+10.3% | $82,637-11.0% |
| Participation rate | 29.3% | 63.1%-33.8pp | 73.7%-44.3pp | 68.1%-38.7pp |
| Annual return | 22.84% | 39.09%-16.2pp | 321.24%-298.4pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,749 | $2,847+102.0% | $4,084+40.8% | $4,126+39.3% |
| Admin fee / account holder | $9,765 | $4,594+112.6% | $5,098+91.5% | $7,339+33.1% |