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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 | $67,890 | $70,430-3.6% | $96,572-29.7% | $85,851-20.9% |
| Participation rate | 62.5% | 61.8%+0.7pp | 69.8%-7.3pp | 69.3%-6.8pp |
| Annual return | 17.02% | 18.58%-1.6pp | 37.79%-20.8pp | 318.63%-301.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,210 | $2,894-23.6% | $3,850-42.6% | $3,952-44.1% |
| Admin fee / account holder | $11,506 | $4,996+130.3% | $6,183+86.1% | $6,261+83.8% |