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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 | $59,006 | $110,240-46.5% | $96,544-38.9% | $139,487-57.7% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 15.86% | 26.41%-10.5pp | 25.88%-10.0pp | 373.84%-358.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,307 | $5,549+13.7% | $4,851+30.0% | $6,713-6.0% |
| Admin fee / account holder | $11,438 | $11,602-1.4% | $8,254+38.6% | $11,407+0.3% |