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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 | $73,029 | $93,598-22.0% | $135,974-46.3% | $75,173-2.9% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.2pp | 67.2%-12.4pp |
| Annual return | 19.85% | 30.89%-11.0pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,057 | $6,405-52.3% | $7,760-60.6% | $4,126-25.9% |
| Admin fee / account holder | $1,442 | $6,978-79.3% | $10,767-86.6% | $5,651-74.5% |