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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 | $70,200 | $201,264-65.1% | $184,185-61.9% | $145,978-51.9% |
| Participation rate | 44.4% | 87.5%-43.1pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 11.76% | 29.00%-17.2pp | 28.81%-17.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,505 | $9,806-43.9% | $9,132-39.7% | $6,690-17.7% |
| Admin fee / account holder | $7,962 | $16,376-51.4% | $13,909-42.8% | $13,400-40.6% |