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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 | $64,034 | $155,555-58.8% | $146,866-56.4% | $155,188-58.7% |
| Participation rate | 29.4% | 84.0%-54.5pp | 82.5%-53.1pp | 80.8%-51.4pp |
| Annual return | 16.46% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,567 | $8,044-43.2% | $7,759-41.1% | $6,531-30.1% |
| Admin fee / account holder | $13,819 | $14,755-6.3% | $13,620+1.5% | $14,480-4.6% |