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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 | $45,312+31.4% | $86,233-31.0% | $67,986-12.4% |
| Participation rate | 33.0% | 42.4%-9.4pp | 69.0%-36.0pp | 57.2%-24.2pp |
| Annual return | 19.65% | 24.79%-5.1pp | 61.39%-41.7pp | 31.67%-12.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,478 | $2,185+105.0% | $4,559-1.8% | $3,358+33.3% |
| Admin fee / account holder | $1,622 | $3,295-50.8% | $8,342-80.6% | $3,203-49.4% |