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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 | $67,580 | $124,346-45.7% | $111,308-39.3% | $167,536-59.7% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 10.62% | 37.45%-26.8pp | 54.67%-44.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,189 | $5,182-38.5% | $4,487-28.9% | $6,342-49.7% |
| Admin fee / account holder | $429 | $10,621-96.0% | $7,965-94.6% | $12,315-96.5% |