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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 | $67,811 | $65,034+4.3% | $90,970-25.5% | $79,856-15.1% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.0%-23.6pp | 69.6%-24.2pp |
| Annual return | 10.70% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,746 | $2,512+49.1% | $3,373+11.1% | $3,741+0.1% |
| Admin fee / account holder | $1,772 | $4,536-60.9% | $5,961-70.3% | $5,306-66.6% |