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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 | $71,666 | $77,901-8.0% | $149,717-52.1% | $75,181-4.7% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.6pp | 67.2%-12.0pp |
| Annual return | 20.06% | 31.73%-11.7pp | 134.41%-114.3pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,059 | $3,411-39.6% | $5,682-63.8% | $4,126-50.1% |
| Admin fee / account holder | $5,766 | $5,949-3.1% | $13,213-56.4% | $5,650+2.0% |