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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 | $61,913 | $49,976+23.9% | $66,674-7.1% | $82,637-25.1% |
| Participation rate | 64.2% | 63.1%+1.1pp | 73.7%-9.5pp | 68.1%-3.9pp |
| Annual return | 17.02% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $197 | $1,988-90.1% | $2,620-92.5% | $2,552-92.3% |
| Participant deferral / active EE | $3,910 | $2,847+37.3% | $4,084-4.3% | $4,126-5.2% |
| Admin fee / account holder | $1,691 | $4,594-63.2% | $5,098-66.8% | $7,339-77.0% |