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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 | $60,722 | $54,320+11.8% | $67,653-10.2% | $52,331+16.0% |
| Participation rate | 53.7% | 73.6%-19.9pp | 75.7%-22.0pp | 68.1%-14.4pp |
| Annual return | 8.26% | 6.81%+1.5pp | 6625.22%-6617.0pp | 4.54%+3.7pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,095 | $2,950+106.6% | $3,560+71.2% | $3,022+101.7% |
| Admin fee / account holder | $4,594 | $527+772.5% | $4,821-4.7% | $592+676.6% |