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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 | $97,751-33.3% | $103,447-37.0% | $145,877-55.3% |
| Participation rate | 64.3% | 81.1%-16.8pp | 80.5%-16.2pp | 80.3%-16.0pp |
| Annual return | 22.14% | 25.43%-3.3pp | 23.92%-1.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,715 | $6,603-43.7% | $6,624-43.9% | $6,691-44.5% |
| Admin fee / account holder | $7,675 | $12,515-38.7% | $9,415-18.5% | $13,402-42.7% |