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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 | $51,142 | $47,944+6.7% | $67,834-24.6% | $62,881-18.7% |
| Participation rate | 69.6% | 61.1%+8.5pp | 68.8%+0.8pp | 69.3%+0.3pp |
| Annual return | 7.40% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,828 | $2,247+70.4% | $3,160+21.2% | $3,203+19.5% |
| Admin fee / account holder | $4,509 | $3,712+21.5% | $4,622-2.4% | $4,296+5.0% |