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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 | $56,816 | $53,128+6.9% | $86,582-34.4% | $70,126-19.0% |
| Participation rate | 53.0% | 65.3%-12.3pp | 73.5%-20.5pp | 69.5%-16.5pp |
| Annual return | 17.33% | 27.66%-10.3pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,669 | $2,695-1.0% | $3,609-26.0% | $3,332-19.9% |
| Admin fee / account holder | $593 | $3,584-83.5% | $4,904-87.9% | $4,645-87.2% |