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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 | $62,327 | $98,766-36.9% | $149,730-58.4% | $79,852-21.9% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.2pp |
| Annual return | 26.85% | 27.43%-0.6pp | 276.70%-249.9pp | 31.72%-4.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,641 | $5,681+16.9% | $6,843-2.9% | $3,740+77.5% |
| Admin fee / account holder | $7,253 | $6,052+19.8% | $9,310-22.1% | $5,306+36.7% |