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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 | $71,551 | $96,268-25.7% | $143,412-50.1% | $86,983-17.7% |
| Participation rate | 67.3% | 74.6%-7.3pp | 78.5%-11.1pp | 69.5%-2.2pp |
| Annual return | 16.11% | 25.47%-9.4pp | 256.99%-240.9pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,517 | $6,001+41.9% | $6,816+25.0% | $4,194+103.1% |
| Admin fee / account holder | $7,344 | $7,778-5.6% | $11,396-35.6% | $7,856-6.5% |