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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 | $77,332 | $89,259-13.4% | $107,187-27.9% | $82,637-6.4% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 16.46% | 21.02%-4.6pp | 204.55%-188.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,342 | $4,037+57.1% | $5,096+24.4% | $4,126+53.7% |
| Admin fee / account holder | $3,886 | $7,381-47.4% | $9,162-57.6% | $7,339-47.1% |