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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 | $25,671 | $58,848-56.4% | $88,179-70.9% | $82,637-68.9% |
| Participation rate | 58.7% | 57.9%+0.8pp | 69.1%-10.5pp | 68.1%-9.4pp |
| Annual return | 18.19% | 22.76%-4.6pp | 64.97%-46.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,140 | $3,124+32.5% | $4,614-10.3% | $4,126+0.3% |
| Admin fee / account holder | $4,964 | $4,795+3.5% | $7,673-35.3% | $7,339-32.4% |