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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 | $65,625 | $55,930+17.3% | $76,089-13.8% | $80,925-18.9% |
| Participation rate | 68.0% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 17.07% | 20.58%-3.5pp | 360.94%-343.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,120 | $3,051-63.3% | $4,259-73.7% | $4,299-73.9% |
| Admin fee / account holder | $5,794 | $5,241+10.6% | $6,418-9.7% | $6,940-16.5% |