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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 | $33,818 | $135,956-75.1% | $123,894-72.7% | $273,972-87.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,449 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $2,911 | $9,817-70.4% | $8,357-65.2% | $10,133-71.3% |