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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 | $73,663 | $63,342+16.3% | $92,236-20.1% | $70,131+5.0% |
| Participation rate | 61.9% | 68.7%-6.8pp | 76.5%-14.6pp | 69.5%-7.6pp |
| Annual return | 18.13% | 530.15%-512.0pp | 176.29%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,937 | $2,854+2.9% | $3,897-24.6% | $3,332-11.9% |
| Admin fee / account holder | $10,474 | $3,840+172.7% | $5,194+101.7% | $4,645+125.5% |