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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 | $56,365 | $53,837+4.7% | $75,717-25.6% | $85,856-34.3% |
| Participation rate | 65.0% | 69.1%-4.1pp | 74.8%-9.8pp | 69.3%-4.3pp |
| Annual return | 14.22% | 24.54%-10.3pp | 104.58%-90.4pp | 318.58%-304.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,023 | $2,895-64.7% | $3,821-73.2% | $3,952-74.1% |
| Admin fee / account holder | $842 | $3,341-74.8% | $3,619-76.7% | $6,261-86.6% |