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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 | $58,223 | $135,956-57.2% | $123,894-53.0% | $273,972-78.7% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 9.42% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,752 | $6,343-9.3% | $5,984-3.9% | $5,287+8.8% |
| Admin fee / account holder | $3,633 | $9,817-63.0% | $8,357-56.5% | $10,133-64.1% |