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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 | $65,166 | $91,179-28.5% | $178,499-63.5% | $79,852-18.4% |
| Participation rate | 41.5% | 69.2%-27.7pp | 81.9%-40.4pp | 69.6%-28.1pp |
| Annual return | 16.17% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,382 | $3,236+35.4% | $5,202-15.8% | $3,740+17.2% |
| Admin fee / account holder | $8,783 | $6,749+30.2% | $13,986-37.2% | $5,306+65.5% |