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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 | $65,942 | $51,638+27.7% | $68,368-3.5% | $82,448-20.0% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 15.91% | 37.53%-21.6pp | 292.57%-276.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,074 | $2,914+39.8% | $4,123-1.2% | $4,139-1.6% |
| Admin fee / account holder | $1,282 | $4,643-72.4% | $5,150-75.1% | $7,234-82.3% |