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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 | $69,646 | $75,183-7.4% | $123,894-43.8% | $55,167+26.2% |
| Participation rate | 46.4% | 72.8%-26.4pp | 81.4%-35.0pp | 69.0%-22.6pp |
| Annual return | 22.14% | 19.01%+3.1pp | 47.52%-25.4pp | 169.23%-147.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,119 | $5,084+20.3% | $5,984+2.2% | $3,054+100.3% |
| Admin fee / account holder | $2,597 | $663+291.9% | $8,357-68.9% | $504+415.3% |