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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 | $71,273 | $106,864-33.3% | $147,318-51.6% | $82,637-13.8% |
| Participation rate | 68.5% | 75.5%-7.0pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 36.70% | 27.49%+9.2pp | 70.43%-33.7pp | 53.51%-16.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,132 | $6,496+40.6% | $7,906+15.5% | $4,126+121.3% |
| Admin fee / account holder | $5,073 | $8,415-39.7% | $13,708-63.0% | $7,339-30.9% |