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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 | $79,595 | $209,336-62.0% | $197,124-59.6% | $137,256-42.0% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 12.73% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,884 | $9,614-49.2% | $9,135-46.5% | $6,407-23.8% |
| Admin fee / account holder | $3,921 | $17,308-77.3% | $16,298-75.9% | $12,270-68.0% |