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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 | $72,962 | $211,288-65.5% | $178,540-59.1% | $145,884-50.0% |
| Participation rate | 36.8% | 80.8%-44.0pp | 77.1%-40.3pp | 80.3%-43.5pp |
| Annual return | 17.40% | 30.27%-12.9pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,422 | $6,967-36.5% | $6,281-29.6% | $6,690-33.9% |
| Admin fee / account holder | $18,910 | $12,105+56.2% | $10,424+81.4% | $13,392+41.2% |