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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 | $44,686 | $117,829-62.1% | $102,423-56.4% | $145,877-69.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.79% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,470 | $5,732+100.1% | $5,054+126.9% | $6,691+71.4% |
| Admin fee / account holder | $18,253 | $13,335+36.9% | $9,455+93.1% | $13,402+36.2% |