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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 | $67,255 | $89,364-24.7% | $141,177-52.4% | $72,983-7.8% |
| Participation rate | 67.6% | 75.1%-7.6pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 21.03% | 111.86%-90.8pp | 71.40%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,202 | $5,419+14.5% | $6,710-7.6% | $3,608+71.9% |
| Admin fee / account holder | $7,236 | $5,959+21.4% | $10,263-29.5% | $5,124+41.2% |