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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 | $54,132 | $89,364-39.4% | $141,177-61.7% | $72,983-25.8% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 21.36% | 111.86%-90.5pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,371 | $5,419-0.9% | $6,710-19.9% | $3,608+48.9% |
| Admin fee / account holder | $3,161 | $5,959-47.0% | $10,263-69.2% | $5,124-38.3% |