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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 | $69,525 | $98,776-29.6% | $149,745-53.6% | $79,856-12.9% |
| Participation rate | 36.5% | 75.8%-39.3pp | 82.5%-45.9pp | 69.6%-33.1pp |
| Annual return | 14.41% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,423 | $5,681-57.3% | $6,843-64.6% | $3,741-35.2% |
| Admin fee / account holder | $6,124 | $6,053+1.2% | $9,312-34.2% | $5,306+15.4% |