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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 | $85,754 | $49,976+71.6% | $66,674+28.6% | $82,637+3.8% |
| Participation rate | 56.9% | 63.1%-6.2pp | 73.7%-16.8pp | 68.1%-11.2pp |
| Annual return | 18.84% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,051 | $2,847+218.0% | $4,084+121.6% | $4,126+119.4% |
| Admin fee / account holder | $738 | $4,594-83.9% | $5,098-85.5% | $7,339-89.9% |