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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 | $67,630 | $113,338-40.3% | $94,993-28.8% | $147,586-54.2% |
| Participation rate | 36.8% | 78.0%-41.1pp | 73.9%-37.0pp | 82.8%-46.0pp |
| Annual return | 11.35% | 20.80%-9.4pp | 27.14%-15.8pp | 578.59%-567.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,194 | $3,777-41.9% | $3,317-33.9% | $5,439-59.7% |
| Admin fee / account holder | $3,175 | $6,063-47.6% | $4,960-36.0% | $10,886-70.8% |