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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 | $71,951 | $63,861+12.7% | $104,639-31.2% | $79,856-9.9% |
| Participation rate | 66.0% | 64.9%+1.0pp | 74.1%-8.1pp | 69.6%-3.7pp |
| Annual return | 18.44% | 21.30%-2.9pp | 340.67%-322.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,127 | $2,693+16.1% | $3,738-16.3% | $3,741-16.4% |
| Admin fee / account holder | $1,134 | $4,185-72.9% | $6,465-82.5% | $5,306-78.6% |