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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 | $66,267 | $213,785-69.0% | $185,441-64.3% | $155,188-57.3% |
| Participation rate | 37.5% | 83.2%-45.7pp | 80.3%-42.8pp | 80.8%-43.3pp |
| Annual return | 12.96% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,995 | $6,864-41.8% | $6,152-35.1% | $6,531-38.8% |
| Admin fee / account holder | $1,690 | $21,134-92.0% | $17,890-90.6% | $14,480-88.3% |