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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 | $64,224 | $58,828+9.2% | $78,002-17.7% | $62,881+2.1% |
| Participation rate | 54.1% | 71.1%-17.0pp | 75.5%-21.5pp | 69.3%-15.3pp |
| Annual return | 12.01% | 17.16%-5.2pp | 425.99%-414.0pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,363 | $2,686-12.0% | $3,497-32.4% | $3,203-26.2% |
| Admin fee / account holder | $3,024 | $4,393-31.2% | $5,481-44.8% | $4,296-29.6% |