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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 | $67,373 | $51,638+30.5% | $68,368-1.5% | $82,448-18.3% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 16.77% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,457 | $2,914-15.7% | $4,123-40.4% | $4,139-40.6% |
| Admin fee / account holder | $3,800 | $4,643-18.2% | $5,150-26.2% | $7,234-47.5% |