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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 | $73,001 | $110,248-33.8% | $95,728-23.7% | $139,456-47.7% |
| Participation rate | 41.2% | 75.7%-34.6pp | 72.3%-31.1pp | 80.3%-39.2pp |
| Annual return | 22.61% | 27.16%-4.5pp | 28.40%-5.8pp | 373.45%-350.8pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,303 | $4,675-8.0% | $4,245+1.4% | $6,711-35.9% |
| Admin fee / account holder | $4,327 | $6,607-34.5% | $5,673-23.7% | $11,407-62.1% |