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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 | $66,846 | $59,440+12.5% | $78,004-14.3% | $82,637-19.1% |
| Participation rate | 25.9% | 62.8%-36.9pp | 69.4%-43.5pp | 68.1%-42.1pp |
| Annual return | 13.43% | 40.24%-26.8pp | 31.07%-17.6pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,467 | $3,138-53.3% | $4,092-64.1% | $4,126-64.4% |
| Admin fee / account holder | $403 | $5,504-92.7% | $7,578-94.7% | $7,339-94.5% |