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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 | $145,989 | $53,127+174.8% | $86,597+68.6% | $70,131+108.2% |
| Participation rate | 64.9% | 65.3%-0.4pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 12.79% | 27.66%-14.9pp | 964.96%-952.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,323 | $2,696+97.4% | $3,609+47.5% | $3,332+59.8% |
| Admin fee / account holder | $4,502 | $3,585+25.6% | $4,906-8.2% | $4,645-3.1% |