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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 | $56,794 | $94,749-40.1% | $112,899-49.7% | $139,466-59.3% |
| Participation rate | 64.3% | 81.3%-17.0pp | 80.5%-16.2pp | 80.3%-16.0pp |
| Annual return | 25.88% | 40.92%-15.0pp | 34.11%-8.2pp | 373.66%-347.8pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,721 | $6,517-58.3% | $6,516-58.2% | $6,712-59.5% |
| Admin fee / account holder | $1,304 | $8,530-84.7% | $7,047-81.5% | $11,409-88.6% |