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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 | $21,428 | $48,337-55.7% | $67,560-68.3% | $80,959-73.5% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 24.02% | 18.26%+5.8pp | 3533.50%-3509.5pp | 35.67%-11.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,918 | $2,928+170.4% | $4,004+97.7% | $4,300+84.1% |
| Admin fee / account holder | $2,300 | $3,695-37.8% | $3,994-42.4% | $6,925-66.8% |