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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 | $57,856 | $51,184+13.0% | $66,439-12.9% | $86,983-33.5% |
| Participation rate | 48.1% | 68.5%-20.4pp | 74.5%-26.4pp | 69.5%-21.5pp |
| Annual return | 16.71% | 17.07%-0.4pp | 757.66%-741.0pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,644 | $2,927+58.6% | $3,876+19.8% | $4,194+10.7% |
| Admin fee / account holder | $699 | $4,154-83.2% | $6,173-88.7% | $7,856-91.1% |