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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 | $96,731+44.2% | $123,973+12.5% | $86,983+60.4% |
| Participation rate | 69.2% | 70.0%-0.8pp | 76.7%-7.4pp | 69.5%-0.3pp |
| Annual return | 17.18% | 17.33%-0.1pp | 388.13%-370.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,628 | $4,152+59.6% | $5,247+26.3% | $4,194+58.0% |
| Admin fee / account holder | $4,462 | $8,722-48.8% | $11,799-62.2% | $7,856-43.2% |