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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 | $70,504 | $210,991-66.6% | $153,741-54.1% | $145,897-51.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.41% | 13.46%+0.9pp | 15.71%-1.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,415 | $7,979-69.7% | $6,757-64.3% | $6,689-63.9% |
| Admin fee / account holder | $2,961 | $19,490-84.8% | $12,749-76.8% | $13,390-77.9% |