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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 | $65,330 | $157,829-58.6% | $136,867-52.3% | $198,609-67.1% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 13.35% | 51.25%-37.9pp | 42.97%-29.6pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,756 | $5,463+23.7% | $4,924+37.2% | $6,977-3.2% |
| Admin fee / account holder | $8,410 | $11,107-24.3% | $10,340-18.7% | $19,030-55.8% |