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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 | $56,183 | $86,288-34.9% | $111,306-49.5% | $85,851-34.6% |
| Participation rate | 56.0% | 73.3%-17.3pp | 77.3%-21.3pp | 69.3%-13.3pp |
| Annual return | 14.37% | 19.99%-5.6pp | 54.67%-40.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,493 | $3,641-4.1% | $4,488-22.2% | $3,952-11.6% |
| Admin fee / account holder | $4,818 | $8,189-41.2% | $7,966-39.5% | $6,261-23.0% |