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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 | $54,836 | $110,248-50.3% | $95,728-42.7% | $139,456-60.7% |
| Participation rate | 65.2% | 75.7%-10.5pp | 72.3%-7.0pp | 80.3%-15.1pp |
| Annual return | 20.40% | 27.16%-6.8pp | 28.40%-8.0pp | 373.45%-353.1pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,550 | $4,675+18.7% | $4,245+30.7% | $6,711-17.3% |
| Admin fee / account holder | $3,777 | $6,607-42.8% | $5,673-33.4% | $11,407-66.9% |