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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 | $66,779 | $93,617-28.7% | $135,982-50.9% | $75,177-11.2% |
| Participation rate | 40.4% | 75.2%-34.8pp | 81.9%-41.5pp | 67.2%-26.8pp |
| Annual return | 25.93% | 30.89%-5.0pp | 68.32%-42.4pp | 160.75%-134.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,585 | $6,406+2.8% | $7,760-15.1% | $4,126+59.6% |
| Admin fee / account holder | $3,275 | $6,980-53.1% | $10,767-69.6% | $5,651-42.0% |