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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 | $66,735 | $89,259-25.2% | $107,187-37.7% | $82,637-19.2% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.7pp | 68.1%-13.8pp |
| Annual return | 28.72% | 21.02%+7.7pp | 204.55%-175.8pp | 53.51%-24.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,042 | $4,037+24.9% | $5,096-1.1% | $4,126+22.2% |
| Admin fee / account holder | $1,364 | $7,381-81.5% | $9,162-85.1% | $7,339-81.4% |