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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 | $60,116 | $103,393-41.9% | $87,103-31.0% | $152,909-60.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 24.13% | 28.10%-4.0pp | 28.19%-4.1pp | 345.46%-321.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,172 | $4,778+8.2% | $4,049+27.7% | $5,851-11.6% |
| Admin fee / account holder | $1,453 | $12,195-88.1% | $7,491-80.6% | $11,601-87.5% |