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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 | $62,323 | $54,757+13.8% | $90,300-31.0% | $72,983-14.6% |
| Participation rate | 31.0% | 65.1%-34.1pp | 73.3%-42.2pp | 69.5%-38.5pp |
| Annual return | 22.58% | 30.63%-8.0pp | 78.11%-55.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,670 | $2,887+96.4% | $3,884+46.0% | $3,608+57.2% |
| Admin fee / account holder | $13,481 | $3,972+239.4% | $5,353+151.8% | $5,124+163.1% |