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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 | $139,514 | $105,284+32.5% | $150,734-7.4% | $94,015+48.4% |
| Participation rate | 69.2% | 71.7%-2.5pp | 78.4%-9.2pp | 70.8%-1.6pp |
| Annual return | 17.18% | 15.67%+1.5pp | 600.81%-583.6pp | 17.84%-0.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,628 | $4,274+55.1% | $5,610+18.1% | $4,249+56.0% |
| Admin fee / account holder | $4,462 | $9,839-54.6% | $14,905-70.1% | $8,951-50.1% |