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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 | $69,857 | $201,372-65.3% | $184,260-62.1% | $145,884-52.1% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 13.93% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,203 | $9,808-67.3% | $9,133-64.9% | $6,690-52.1% |
| Admin fee / account holder | $407 | $16,362-97.5% | $13,898-97.1% | $13,392-97.0% |