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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 | $68,636 | $111,814-38.6% | $103,374-33.6% | $145,959-53.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 15.87% | 24.77%-8.9pp | 24.89%-9.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,574 | $5,618-54.2% | $5,058-49.1% | $6,689-61.5% |
| Admin fee / account holder | $1,107 | $9,754-88.7% | $8,394-86.8% | $13,398-91.7% |