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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 | $57,646 | $48,364+19.2% | $71,796-19.7% | $62,881-8.3% |
| Participation rate | 58.3% | 60.6%-2.3pp | 69.1%-10.8pp | 69.3%-11.0pp |
| Annual return | 8.31% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,417 | $2,091-32.2% | $2,794-49.3% | $3,203-55.8% |
| Admin fee / account holder | $4,769 | $3,771+26.5% | $4,815-1.0% | $4,296+11.0% |