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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 | $63,725 | $117,904-46.0% | $102,457-37.8% | $145,978-56.3% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 13.21% | 31.80%-18.6pp | 29.41%-16.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,040 | $5,733-12.1% | $5,054-0.3% | $6,690-24.7% |
| Admin fee / account holder | $6,541 | $13,329-50.9% | $9,451-30.8% | $13,400-51.2% |