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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 | $61,505 | $43,338+41.9% | $59,887+2.7% | $64,173-4.2% |
| Participation rate | 65.7% | 69.2%-3.5pp | 74.7%-9.0pp | 69.6%-3.9pp |
| Annual return | 9.53% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,364 | $2,547+32.1% | $3,402-1.1% | $3,470-3.0% |
| Admin fee / account holder | $3,108 | $3,007+3.3% | $3,591-13.5% | $4,887-36.4% |