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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 | $76,523 | $50,554+51.4% | $67,681+13.1% | $87,485-12.5% |
| Participation rate | 60.0% | 67.7%-7.7pp | 73.7%-13.7pp | 68.9%-8.9pp |
| Annual return | 13.23% | 17.81%-4.6pp | 590.58%-577.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $280 | $1,988-85.9% | $2,678-89.5% | $2,596-89.2% |
| Participant deferral / active EE | $4,245 | $2,961+43.3% | $3,976+6.8% | $4,274-0.7% |
| Admin fee / account holder | $970 | $4,132-76.5% | $6,100-84.1% | $7,775-87.5% |