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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 | $62,625 | $55,902+12.0% | $76,030-17.6% | $80,959-22.6% |
| Participation rate | 22.6% | 62.1%-39.4pp | 69.1%-46.4pp | 67.7%-45.0pp |
| Annual return | 12.87% | 20.59%-7.7pp | 361.54%-348.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,182 | $3,051-61.3% | $4,257-72.2% | $4,300-72.5% |
| Admin fee / account holder | $394 | $5,239-92.5% | $6,421-93.9% | $6,925-94.3% |