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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 | $66,523 | $105,856-37.2% | $90,161-26.2% | $147,585-54.9% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 10.83% | 37.63%-26.8pp | 34.89%-24.1pp | 578.58%-567.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,113 | $5,733-28.3% | $5,287-22.2% | $5,439-24.4% |
| Admin fee / account holder | $7,988 | $8,046-0.7% | $5,943+34.4% | $10,886-26.6% |