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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 | $82,653 | $105,284-21.5% | $150,734-45.2% | $94,015-12.1% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 14.45% | 15.67%-1.2pp | 600.81%-586.4pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,809 | $4,274-34.3% | $5,610-49.9% | $4,249-33.9% |
| Admin fee / account holder | $3,780 | $9,839-61.6% | $14,905-74.6% | $8,951-57.8% |