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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 | $60,752 | $86,298-29.6% | $111,308-45.4% | $85,847-29.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 11.27% | 19.99%-8.7pp | 54.67%-43.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $467 | $2,044-77.1% | $2,732-82.9% | $2,565-81.8% |
| Participant deferral / active EE | $6,404 | $3,641+75.9% | $4,487+42.7% | $3,952+62.0% |
| Admin fee / account holder | $4,740 | $8,189-42.1% | $7,965-40.5% | $6,261-24.3% |