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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 | $67,755 | $124,425-45.5% | $112,040-39.5% | $137,256-50.6% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.5%-20.2pp | 80.0%-23.7pp |
| Annual return | 15.75% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,068 | $5,718+41.1% | $5,098+58.3% | $6,407+25.9% |
| Admin fee / account holder | $5,357 | $15,207-64.8% | $12,098-55.7% | $12,270-56.3% |