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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 | $61,254 | $69,518-11.9% | $59,887+2.3% | $135,379-54.8% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.7%-6.5pp | 82.6%-14.5pp |
| Annual return | 14.94% | 7.95%+7.0pp | 3.46%+11.5pp | 519.79%-504.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,253 | $4,204-70.2% | $3,402-63.2% | $5,609-77.7% |
| Admin fee / account holder | $1,600 | $5,734-72.1% | $3,591-55.4% | $10,828-85.2% |