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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 | $64,871 | $45,126+43.8% | $85,187-23.8% | $74,459-12.9% |
| Participation rate | 50.0% | 49.4%+0.6pp | 67.5%-17.5pp | 67.2%-17.2pp |
| Annual return | 14.21% | 26.30%-12.1pp | 66.67%-52.5pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,129 | $2,738+14.2% | $4,525-30.9% | $4,350-28.1% |
| Admin fee / account holder | $2,916 | $2,212+31.8% | $6,162-52.7% | $1,945+49.9% |