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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 | $51,962 | $65,566-20.7% | $86,235-39.7% | $75,177-30.9% |
| Participation rate | 64.7% | 60.5%+4.2pp | 69.0%-4.3pp | 67.2%-2.5pp |
| Annual return | 17.12% | 46.07%-29.0pp | 1170.03%-1152.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,021 | $3,023-0.1% | $3,987-24.2% | $4,126-26.8% |
| Admin fee / account holder | $851 | $5,470-84.4% | $6,856-87.6% | $5,651-84.9% |