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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 | $63,387 | $124,330-49.0% | $109,173-41.9% | $167,536-62.2% |
| Participation rate | 54.5% | 79.5%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 10.99% | 26.04%-15.1pp | 25.75%-14.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,029 | $5,256-4.3% | $4,654+8.1% | $6,342-20.7% |
| Admin fee / account holder | $6,237 | $7,974-21.8% | $6,755-7.7% | $12,315-49.4% |