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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 | $83,753 | $153,769-45.5% | $133,975-37.5% | $273,972-69.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,329 | $6,958+62.8% | $6,282+80.3% | $5,287+114.3% |
| Admin fee / account holder | $57,437 | $11,765+388.2% | $9,324+516.0% | $10,133+466.9% |