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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 | $67,914 | $223,823-69.7% | $211,142-67.8% | $154,746-56.1% |
| Participation rate | 54.5% | 87.9%-33.3pp | 87.3%-32.7pp | 80.7%-26.2pp |
| Annual return | 12.60% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,430 | $9,750-64.8% | $9,284-63.1% | $6,730-49.0% |
| Admin fee / account holder | $3,120 | $19,707-84.2% | $19,076-83.6% | $14,365-78.3% |