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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 | $69,471 | $51,184+35.7% | $66,439+4.6% | $86,983-20.1% |
| Participation rate | 65.5% | 68.5%-3.0pp | 74.5%-9.0pp | 69.5%-4.0pp |
| Annual return | 10.72% | 17.07%-6.4pp | 757.66%-746.9pp | 25.83%-15.1pp |
| Employer contribution / active EE | $345 | $2,023-83.0% | $2,637-86.9% | $2,584-86.7% |
| Participant deferral / active EE | $2,526 | $2,927-13.7% | $3,876-34.8% | $4,194-39.8% |
| Admin fee / account holder | $8,265 | $4,154+99.0% | $6,173+33.9% | $7,856+5.2% |