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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 | $67,479 | $165,381-59.2% | $149,730-54.9% | $158,966-57.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.43% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,255 | $7,182-12.9% | $6,843-8.6% | $5,983+4.5% |
| Admin fee / account holder | $2,891 | $10,809-73.3% | $9,310-69.0% | $11,250-74.3% |