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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 | $71,817 | $96,731-25.8% | $123,973-42.1% | $86,983-17.4% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 13.29% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,442 | $4,152-17.1% | $5,247-34.4% | $4,194-17.9% |
| Admin fee / account holder | $862 | $8,722-90.1% | $11,799-92.7% | $7,856-89.0% |