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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 | $67,932 | $149,778-54.6% | $118,946-42.9% | $158,966-57.3% |
| Participation rate | 37.5% | 82.1%-44.6pp | 75.4%-37.9pp | 82.0%-44.5pp |
| Annual return | 21.00% | 19.95%+1.1pp | 35.89%-14.9pp | 302.95%-281.9pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,584 | $5,225-31.4% | $4,266-16.0% | $5,983-40.1% |
| Admin fee / account holder | $1,148 | $8,604-86.7% | $6,581-82.6% | $11,250-89.8% |