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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 | $51,110 | $54,573-6.3% | $90,965-43.8% | $73,493-30.5% |
| Participation rate | 67.3% | 61.2%+6.1pp | 69.0%-1.7pp | 70.7%-3.4pp |
| Annual return | 40.87% | 16.69%+24.2pp | 134.57%-93.7pp | 28.51%+12.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,356 | $2,517-6.4% | $3,373-30.2% | $3,740-37.0% |
| Admin fee / account holder | $3,084 | $521+491.4% | $5,960-48.3% | $513+501.0% |