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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 | $37,397 | $48,314-22.6% | $67,561-44.6% | $80,925-53.8% |
| Participation rate | 67.5% | 66.4%+1.1pp | 72.9%-5.4pp | 67.7%-0.1pp |
| Annual return | 15.79% | 18.28%-2.5pp | 3525.44%-3509.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $319 | $2,022-84.2% | $2,735-88.3% | $2,756-88.4% |
| Participant deferral / active EE | $4,928 | $2,927+68.4% | $4,003+23.1% | $4,299+14.6% |
| Admin fee / account holder | $4,186 | $3,690+13.5% | $4,006+4.5% | $6,940-39.7% |