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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 | $58,846 | $106,749-44.9% | $145,433-59.5% | $82,448-28.6% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 22.99% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,207 | $6,519+56.6% | $7,897+29.2% | $4,139+146.6% |
| Admin fee / account holder | $1,003 | $8,390-88.0% | $13,129-92.4% | $7,234-86.1% |