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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 | $69,635 | $161,352-56.8% | $134,172-48.1% | $137,256-49.3% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 14.87% | 28.72%-13.8pp | 25.30%-10.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,223 | $5,552+12.1% | $4,690+32.7% | $6,407-2.9% |
| Admin fee / account holder | $441 | $15,028-97.1% | $12,016-96.3% | $12,270-96.4% |