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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 | $55,541 | $58,311-4.8% | $81,882-32.2% | $80,959-31.4% |
| Participation rate | 66.2% | 63.5%+2.7pp | 72.4%-6.2pp | 67.7%-1.5pp |
| Annual return | 15.04% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,338 | $3,287+153.7% | $4,323+92.9% | $4,300+93.9% |
| Admin fee / account holder | $8,448 | $4,752+77.8% | $7,360+14.8% | $6,925+22.0% |