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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 | $63,328 | $56,110+12.9% | $94,993-33.3% | $70,126-9.7% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.9%-13.9pp | 69.5%-9.5pp |
| Annual return | 21.67% | 51.02%-29.4pp | 27.14%-5.5pp | 73.15%-51.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,803 | $2,391-24.6% | $3,317-45.6% | $3,332-45.9% |
| Admin fee / account holder | $311 | $3,456-91.0% | $4,960-93.7% | $4,645-93.3% |