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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 | $67,272 | $232,540-71.1% | $185,117-63.7% | $147,586-54.4% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 13.02% | 43.03%-30.0pp | 40.50%-27.5pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,592 | $5,834-55.6% | $5,045-48.6% | $5,439-52.3% |
| Admin fee / account holder | $6,363 | $10,275-38.1% | $8,159-22.0% | $10,886-41.6% |