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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 | $65,171 | $97,078-32.9% | $103,065-36.8% | $145,897-55.3% |
| Participation rate | 64.3% | 81.1%-16.9pp | 80.6%-16.3pp | 80.3%-16.0pp |
| Annual return | 22.14% | 25.49%-3.3pp | 23.95%-1.8pp | 552.29%-530.1pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,715 | $6,601-43.7% | $6,625-43.9% | $6,689-44.5% |
| Admin fee / account holder | $7,675 | $12,505-38.6% | $9,349-17.9% | $13,390-42.7% |