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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 | $69,693 | $63,861+9.1% | $104,639-33.4% | $79,856-12.7% |
| Participation rate | 17.6% | 64.9%-47.3pp | 74.1%-56.4pp | 69.6%-52.0pp |
| Annual return | 19.30% | 21.30%-2.0pp | 340.67%-321.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,540 | $2,693-5.7% | $3,738-32.1% | $3,741-32.1% |
| Admin fee / account holder | $3,364 | $4,185-19.6% | $6,465-48.0% | $5,306-36.6% |