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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 | $117,846-45.9% | $102,434-37.8% | $145,884-56.3% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 13.21% | 31.90%-18.7pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,040 | $5,733-12.1% | $5,055-0.3% | $6,690-24.7% |
| Admin fee / account holder | $6,541 | $13,356-51.0% | $9,462-30.9% | $13,392-51.2% |