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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 | $59,533 | $48,050+23.9% | $96,754-38.5% | $64,340-7.5% |
| Participation rate | 33.0% | 40.6%-7.6pp | 70.3%-37.3pp | 55.2%-22.2pp |
| Annual return | 19.65% | 23.41%-3.8pp | 82.04%-62.4pp | 24.14%-4.5pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,478 | $2,191+104.4% | $4,758-5.9% | $2,980+50.2% |
| Admin fee / account holder | $1,622 | $3,741-56.6% | $8,905-81.8% | $3,703-56.2% |