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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 | $75,644 | $211,224-64.2% | $178,505-57.6% | $145,897-48.2% |
| Participation rate | 55.0% | 80.8%-25.8pp | 77.1%-22.1pp | 80.3%-25.3pp |
| Annual return | 13.52% | 30.28%-16.8pp | 27.16%-13.6pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,985 | $6,966-42.8% | $6,280-36.5% | $6,689-40.4% |
| Admin fee / account holder | $777 | $12,109-93.6% | $10,428-92.5% | $13,390-94.2% |