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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 | $58,683 | $78,707-25.4% | $117,861-50.2% | $70,126-16.3% |
| Participation rate | 57.7% | 73.2%-15.5pp | 79.7%-22.0pp | 69.5%-11.8pp |
| Annual return | 19.21% | 23.30%-4.1pp | 335.11%-315.9pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,993 | $3,297-9.2% | $4,482-33.2% | $3,332-10.2% |
| Admin fee / account holder | $9,001 | $5,066+77.7% | $8,021+12.2% | $4,645+93.8% |