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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 | $67,280 | $49,976+34.6% | $66,674+0.9% | $82,637-18.6% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 18.93% | 39.09%-20.2pp | 321.24%-302.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,817 | $2,847+139.5% | $4,084+66.9% | $4,126+65.2% |
| Admin fee / account holder | $4,603 | $4,594+0.2% | $5,098-9.7% | $7,339-37.3% |